Berkeley Capital Partners’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 | $333K | Hold |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $611K | Hold |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $750K | Hold |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $856K | Hold |
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|
2021
Q2 | $857K | Hold |
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|
2021
Q1 | $792K | Sell |
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|
2020
Q4 | $805K | Hold |
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|
2020
Q3 | $711K | Hold |
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|
2020
Q2 | $652K | Hold |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $755K | Buy |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $651K | Hold |
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|
2019
Q1 | $629K | Sell |
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|
2018
Q4 | $666K | Hold |
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|
2018
Q3 | $776K | Hold |
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|
2018
Q2 | $729K | Hold |
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|
2018
Q1 | $704K | Buy |
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