Calamos Wealth Management’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 | $3.8M | Buy |
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|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $2.21M | Buy |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.56M | Sell |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $2.65M | Buy |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.62M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $363K | Hold |
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|
2018
Q3 | $423K | Hold |
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|
2018
Q2 | $397K | Sell |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $372K | Sell |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $393K | Buy |
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