CFM Wealth 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 | $2.43M | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.55M | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.83M | Sell |
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|
2021
Q1 | $2.62M | Sell |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $2.28M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2.55M | Buy |
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