Callan Capital’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
Q1 | $509K | Buy |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $947K | Sell |
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|
2023
Q2 | $986K | Hold |
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|
2023
Q1 | $911K | Sell |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $946K | Hold |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $915K | Hold |
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|
2021
Q2 | $916K | Hold |
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|
2021
Q1 | $847K | Hold |
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|
2020
Q4 | $802K | Hold |
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|
2020
Q3 | $708K | Hold |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $22.5M | Sell |
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|
2019
Q4 | $34.7M | Sell |
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|
2019
Q3 | $33.7M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $246K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $253K | Sell |
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|
2015
Q2 | $1.7M | Sell |
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|
2015
Q1 | $1.92M | Sell |
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|
2014
Q4 | $2M | Sell |
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|
2014
Q3 | $1.98M | Buy |
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|
2014
Q2 | $1.75M | Sell |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.66M | Buy |
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|
2013
Q3 | $1.39M | Sell |
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|
2013
Q2 | $1.34M | Buy |
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