Brewster Financial Planning’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 | $43.4M | Sell |
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|
2025
Q2 | $40.7M | Buy |
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|
2025
Q1 | $36.4M | Sell |
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|
2024
Q4 | $38.7M | Sell |
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|
2024
Q3 | $38.8M | Sell |
|
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|
2024
Q2 | $36.9M | Sell |
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|
2024
Q1 | $36.2M | Sell |
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|
2023
Q4 | $33.8M | Buy |
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|
2023
Q3 | $30.1M | Sell |
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|
2023
Q2 | $31.8M | Sell |
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|
2023
Q1 | $30M | Buy |
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|
2022
Q4 | $28M | Buy |
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|
2022
Q3 | $25.5M | Sell |
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|
2022
Q2 | $26.9M | Sell |
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|
2022
Q1 | $32.7M | Sell |
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|
2021
Q4 | $34.8M | Buy |
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