Cerity Partners’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 | $254M | Buy |
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|
2025
Q1 | $226M | Sell |
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|
2024
Q4 | $238M | Buy |
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|
2024
Q3 | $216M | Buy |
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|
2024
Q2 | $198M | Sell |
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|
2024
Q1 | $195M | Sell |
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|
2023
Q4 | $185M | Buy |
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|
2023
Q3 | $140M | Sell |
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|
2023
Q2 | $174M | Sell |
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|
2023
Q1 | $164M | Buy |
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|
2022
Q4 | $155M | Sell |
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|
2022
Q3 | $131M | Buy |
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|
2022
Q2 | $135M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $9.97M | Buy |
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|
2021
Q3 | $6.93M | Buy |
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|
2021
Q2 | $6.67M | Buy |
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|
2021
Q1 | $5.08M | Buy |
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|
2020
Q4 | $4.04M | Buy |
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|
2020
Q3 | $3.56M | Buy |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $3.23M | Sell |
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|
2019
Q4 | $4.09M | Buy |
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|
2019
Q3 | $3.69M | Sell |
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|
2019
Q2 | $3.93M | Buy |
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|
2019
Q1 | $2.97M | Sell |
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|
2018
Q4 | $3.52M | Buy |
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|
2018
Q3 | $3.98M | Sell |
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|
2018
Q2 | $3.89M | Sell |
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|
2018
Q1 | $4M | Sell |
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|
2017
Q4 | $4.49M | Sell |
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|
2017
Q3 | $4.29M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.48M | Buy |
|