Centerpoint Advisors’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
Q2 | $20.2M | Buy |
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|
2025
Q1 | $18.2M | Buy |
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|
2024
Q4 | $18.8M | Sell |
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|
2024
Q3 | $19.8M | Sell |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $18.9M | Sell |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $16.3M | Buy |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.9M | Sell |
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|
2022
Q1 | $20.4M | Buy |
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|
2021
Q4 | $20.7M | Sell |
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|
2021
Q3 | $19.3M | Buy |
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|
2021
Q2 | $19M | Buy |
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|
2021
Q1 | $17.3M | Buy |
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|
2020
Q4 | $16M | Buy |
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|
2020
Q3 | $14M | Buy |
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|
2020
Q2 | $7.07M | Buy |
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|
2020
Q1 | $14K | Buy |
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