Beaird Harris Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $191K | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $194K | Sell |
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|
2024
Q1 | $191K | Sell |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q3 | $160K | Buy |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $254K | Buy |
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