Chesapeake Wealth Management’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 | $402K | Sell |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $401K | Hold |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $488K | Hold |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $417K | Hold |
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|
2020
Q1 | $343K | Hold |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $399K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $326K | Hold |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $361K | Buy |
|