Bollard Group’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 | $1.13M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $855K | Buy |
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|
2023
Q3 | $760K | Hold |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $763K | Buy |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $663K | Hold |
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|
2020
Q3 | $585K | Hold |
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|
2020
Q2 | $537K | Buy |
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