Brown, Lisle/Cummings’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
$92.1K Hold
2025
Q2
$85.6K Hold
2025
Q1
$77.3K Sell
2024
Q4
$89.8K Hold
2024
Q3
$87.6K Hold
2024
Q2
$82.9K Buy
2024
Q1
$72.6K Buy
2023
Q4
$43.8K Hold
2023
Q3
$39.2K Hold
2023
Q2
$40.7K Hold
2023
Q1
$37.6K Hold
2022
Q4
$35.2K Hold
2022
Q3
$33K Hold
2022
Q2
$34.7K Hold
2022
Q1
$41.8K Hold
2021
Q4
$44.2K Buy