Boston Trust Walden’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $919K | Hold |
2,705
| – | – | 0.01% | 280 |
|
2025
Q1 | $830K | Hold |
2,705
| – | – | 0.01% | 289 |
|
2024
Q4 | $871K | Hold |
2,705
| – | – | 0.01% | 289 |
|
2024
Q3 | $850K | Hold |
2,705
| – | – | 0.01% | 290 |
|
2024
Q2 | $805K | Hold |
2,705
| – | – | 0.01% | 287 |
|
2024
Q1 | $779K | Hold |
2,705
| – | – | 0.01% | 289 |
|
2023
Q4 | $709K | Hold |
2,705
| – | – | 0.01% | 298 |
|
2023
Q3 | $635K | Hold |
2,705
| – | – | 0.01% | 295 |
|
2023
Q2 | $659K | Hold |
2,705
| – | – | 0.01% | 299 |
|
2023
Q1 | $609K | Hold |
2,705
| – | – | 0.01% | 301 |
|
2022
Q4 | $569K | Hold |
2,705
| – | – | 0.01% | 304 |
|
2022
Q3 | $534K | Hold |
2,705
| – | – | 0.01% | 299 |
|
2022
Q2 | $562K | Hold |
2,705
| – | – | 0.01% | 299 |
|
2022
Q1 | $676K | Hold |
2,705
| – | – | 0.01% | 297 |
|
2021
Q4 | $715K | Hold |
2,705
| – | – | 0.01% | 307 |
|
2021
Q3 | $654K | Hold |
2,705
| – | – | 0.01% | 306 |
|
2021
Q2 | $655K | Hold |
2,705
| – | – | 0.01% | 310 |
|
2021
Q1 | $605K | Sell |
2,705
-527
| -16% | -$118K | 0.01% | 309 |
|
2020
Q4 | $685K | Hold |
3,232
| – | – | 0.01% | 299 |
|
2020
Q3 | $605K | Hold |
3,232
| – | – | 0.01% | 303 |
|
2020
Q2 | $555K | Hold |
3,232
| – | – | 0.01% | 307 |
|
2020
Q1 | $457K | Sell |
3,232
-200
| -6% | -$28.3K | 0.01% | 310 |
|
2019
Q4 | $612K | Hold |
3,432
| – | – | 0.01% | 316 |
|
2019
Q3 | $565K | Hold |
3,432
| – | – | 0.01% | 318 |
|
2019
Q2 | $559K | Hold |
3,432
| – | – | 0.01% | 322 |
|
2019
Q1 | $540K | Hold |
3,432
| – | – | 0.01% | 328 |
|
2018
Q4 | $476K | Hold |
3,432
| – | – | 0.01% | 326 |
|
2018
Q3 | $555K | Hold |
3,432
| – | – | 0.01% | 328 |
|
2018
Q2 | $522K | Hold |
3,432
| – | – | 0.01% | 328 |
|
2018
Q1 | $504K | Hold |
3,432
| – | – | 0.01% | 333 |
|
2017
Q4 | $510K | Hold |
3,432
| – | – | 0.01% | 333 |
|
2017
Q3 | $480K | Hold |
3,432
| – | – | 0.01% | 339 |
|
2017
Q2 | $464K | Hold |
3,432
| – | – | 0.01% | 337 |
|
2017
Q1 | $450K | Hold |
3,432
| – | – | 0.01% | 321 |
|
2016
Q4 | $427K | Buy |
+3,432
| New | +$427K | 0.01% | 318 |
|