Chevy Chase Trust’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
9,112
+4
| +0% | +$1.36K | 0.01% | 547 |
|
|
2025
Q1 | $2.79M | Sell |
9,108
-300
| -3% | -$92K | 0.01% | 552 |
|
|
2024
Q4 | $3.03M | Buy |
9,408
+8,662
| +1,161% | +$2.79M | 0.01% | 552 |
|
|
2024
Q3 | $235K | Sell |
746
-654
| -47% | -$206K | ﹤0.01% | 609 |
|
|
2024
Q2 | $417K | Buy |
+1,400
| New | +$417K | ﹤0.01% | 584 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$529K | – | 659 |
|
|
2021
Q4 | $529K | Sell |
2,000
-559
| -22% | -$148K | ﹤0.01% | 615 |
|
|
2021
Q3 | $619K | Hold |
2,559
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $619K | Buy |
2,559
+1,100
| +75% | +$266K | ﹤0.01% | 596 |
|
|
2021
Q1 | $327K | Buy |
+1,459
| New | +$327K | ﹤0.01% | 630 |
|
|
2020
Q1 | – | Sell |
-463
| Closed | -$83K | – | 816 |
|
|
2019
Q4 | $83K | Buy |
+463
| New | +$83K | ﹤0.01% | 743 |
|
|
2019
Q1 | – | Sell |
-905
| Closed | -$126K | – | 686 |
|
|
2018
Q4 | $126K | Buy |
+905
| New | +$126K | ﹤0.01% | 667 |
|
|
2018
Q2 | – | Sell |
-1,619
| Closed | -$238K | – | 689 |
|
|
2018
Q1 | $238K | Sell |
1,619
-457
| -22% | -$67.2K | ﹤0.01% | 626 |
|
|
2017
Q4 | $309K | Buy |
2,076
+500
| +32% | +$74.4K | ﹤0.01% | 626 |
|
|
2017
Q3 | $220K | Sell |
1,576
-52,185
| -97% | -$7.28M | ﹤0.01% | 640 |
|
|
2017
Q2 | $7.27M | Buy |
53,761
+50,028
| +1,340% | +$6.77M | 0.03% | 466 |
|
|
2017
Q1 | $490K | Sell |
3,733
-1,669
| -31% | -$219K | ﹤0.01% | 581 |
|
|
2016
Q4 | $672K | Sell |
5,402
-275
| -5% | -$34.2K | ﹤0.01% | 574 |
|
|
2016
Q3 | $684K | Hold |
5,677
| – | – | ﹤0.01% | 561 |
|
|
2016
Q2 | $664K | Buy |
+5,677
| New | +$664K | ﹤0.01% | 561 |
|