Bigelow Investment 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 | $263K | Hold |
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|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $547K | Hold |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $257K | Buy |
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