Belpointe Asset 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 | $1.77M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $4.15M | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $182K | Buy |
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|
2020
Q4 | $164K | Sell |
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|
2020
Q3 | $174K | Sell |
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|
2020
Q2 | $168K | Hold |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | $161K | Sell |
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|
2019
Q2 | $176K | Buy |
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