Caldwell Trust’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 | $61.4K | Buy |
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|
2025
Q2 | $29.9K | Hold |
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|
2025
Q1 | $27K | Hold |
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|
2024
Q4 | $28.4K | Hold |
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|
2024
Q3 | $27.7K | Hold |
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|
2024
Q2 | $26.2K | Buy |
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|
2024
Q1 | $18.1K | Hold |
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|
2023
Q4 | $16.5K | Hold |
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|
2023
Q3 | $14.8K | Hold |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $13.3K | Sell |
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|
2022
Q3 | $55.5K | Hold |
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|
2022
Q2 | $58.4K | Hold |
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|
2022
Q1 | $70.3K | Hold |
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|
2021
Q4 | $74.3K | Hold |
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|
2021
Q3 | $67.9K | Hold |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $62.9K | Hold |
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|
2020
Q4 | $59.5K | Hold |
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|
2020
Q3 | $52.6K | Hold |
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|
2020
Q2 | $48.2K | Hold |
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|
2020
Q1 | $39.8K | Hold |
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|
2019
Q4 | $50.1K | Buy |
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