Bradley Foster & Sargent’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 | $13.3M | Buy |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.41M | Hold |
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|
2023
Q2 | $9.41M | Sell |
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|
2023
Q1 | $8.86M | Sell |
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|
2022
Q4 | $8.32M | Sell |
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|
2022
Q3 | $7.94M | Sell |
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|
2022
Q2 | $8.5M | Buy |
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|
2022
Q1 | $9.69M | Buy |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $2.67M | Hold |
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|
2021
Q2 | $2.68M | Hold |
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|
2021
Q1 | $2.48M | Sell |
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|
2020
Q4 | $2.38M | Hold |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q1 | $1.59M | Sell |
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|
2019
Q4 | $2.01M | Buy |
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|
2019
Q3 | $655K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $626K | Sell |
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|
2018
Q4 | $563K | Hold |
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|
2018
Q3 | $656K | Sell |
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|
2018
Q2 | $635K | Hold |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $734K | Hold |
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|
2017
Q3 | $691K | Sell |
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|
2017
Q2 | $831K | Sell |
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|
2017
Q1 | $845K | Hold |
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|
2016
Q4 | $802K | Buy |
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|
2016
Q3 | $663K | Hold |
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|
2016
Q2 | $643K | Buy |
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|
2016
Q1 | $399K | Hold |
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|
2015
Q4 | $397K | Hold |
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|
2015
Q3 | $375K | Sell |
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|
2015
Q2 | $435K | Sell |
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|
2015
Q1 | $545K | Buy |
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|
2014
Q4 | $430K | Hold |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $413K | Hold |
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|
2014
Q1 | $393K | Hold |
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|
2013
Q4 | $387K | Sell |
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|
2013
Q3 | $369K | Buy |
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|
2013
Q2 | $247K | Buy |
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