Callan Family Office’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 | $1.52M | Buy |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $798K | Hold |
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|
2023
Q4 | $726K | Hold |
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|
2023
Q3 | $650K | Hold |
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|
2023
Q2 | $675K | Hold |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $582K | Buy |
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