BSW Wealth Partners’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 | $514K | Hold |
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|
2025
Q2 | $477K | Hold |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $250K | Buy |
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