Brandywine Oak Private Wealth’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 | $1.15M | Hold |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $972K | Hold |
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|
2023
Q4 | $885K | Hold |
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|
2023
Q3 | $792K | Hold |
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|
2023
Q2 | $822K | Hold |
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|
2023
Q1 | $760K | Hold |
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|
2022
Q4 | $710K | Hold |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $682K | Hold |
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|
2021
Q4 | $722K | Sell |
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|
2021
Q3 | $829K | Hold |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $728K | Hold |
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|
2020
Q4 | $689K | Hold |
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|
2020
Q3 | $609K | Hold |
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|
2020
Q2 | $558K | Buy |
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