Beaumont Financial Advisors’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
Q3 | $500K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $30.5M | Buy |
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|
2021
Q3 | $27.5M | Buy |
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|
2021
Q2 | $27.3M | Buy |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $362K | Hold |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $469K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.28M | Sell |
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|
2016
Q3 | $3.99M | Sell |
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|
2016
Q2 | $4.48M | Buy |
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|
2016
Q1 | $2.62M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $18M | Sell |
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|
2014
Q3 | $24.4M | Buy |
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|
2014
Q2 | $13.8M | Buy |
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|
2014
Q1 | $8.74M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7.72M | Buy |
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