Bristlecone Advisors’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 | $340K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $575K | Hold |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $395K | Buy |
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|
2019
Q3 | $362K | Hold |
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|
2019
Q2 | $358K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $342K | Buy |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $323K | Buy |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $302K | Buy |
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|
2016
Q4 | $286K | Buy |
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|
2016
Q3 | $275K | Buy |
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|
2016
Q2 | $266K | Hold |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $578K | Buy |
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