Bogart Wealth LLC’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 | $738K | Buy |
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|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $524K | Hold |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Buy |
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