CCIA
Cherry Creek Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
1,840
+4
| +0.2% | +$1.36K | 0.29% | 56 |
|
|
2025
Q1 | $563K | Buy |
1,836
+3
| +0.2% | +$920 | 0.29% | 56 |
|
|
2024
Q4 | $590K | Buy |
1,833
+4
| +0.2% | +$1.29K | 0.29% | 51 |
|
|
2024
Q3 | $575K | Buy |
1,829
+5
| +0.3% | +$1.57K | 0.3% | 52 |
|
|
2024
Q2 | $543K | Buy |
1,824
+2
| +0.1% | +$595 | 0.28% | 56 |
|
|
2024
Q1 | $525K | Buy |
1,822
+4
| +0.2% | +$1.15K | 0.28% | 58 |
|
|
2023
Q4 | $477K | Buy |
1,818
+11
| +0.6% | +$2.88K | 0.29% | 56 |
|
|
2023
Q3 | $424K | Hold |
1,807
| – | – | 0.29% | 58 |
|
|
2023
Q2 | $440K | Sell |
1,807
-235
| -12% | -$57.3K | 0.3% | 57 |
|
|
2023
Q1 | $460K | Buy |
2,042
+5
| +0.2% | +$1.13K | 0.34% | 54 |
|
|
2022
Q4 | $429K | Buy |
2,037
+13
| +0.6% | +$2.74K | 0.33% | 57 |
|
|
2022
Q3 | $399K | Hold |
2,024
| – | – | 0.33% | 55 |
|
|
2022
Q2 | $420K | Sell |
2,024
-162
| -7% | -$33.6K | 0.34% | 55 |
|
|
2022
Q1 | $547K | Buy |
2,186
+5
| +0.2% | +$1.25K | 0.36% | 55 |
|
|
2021
Q4 | $577K | Buy |
2,181
+7
| +0.3% | +$1.85K | 0.36% | 54 |
|
|
2021
Q3 | $525K | Sell |
2,174
-40
| -2% | -$9.66K | 0.35% | 55 |
|
|
2021
Q2 | $536K | Buy |
+2,214
| New | +$536K | 0.35% | 61 |
|