Circle 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
Q2 | $8.9M | Hold |
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|
2025
Q1 | $8.04M | Sell |
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|
2024
Q4 | $8.83M | Hold |
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|
2024
Q3 | $8.62M | Hold |
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|
2024
Q2 | $8.16M | Hold |
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|
2024
Q1 | $7.9M | Buy |
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|
2023
Q4 | $7.17M | Buy |
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|
2023
Q3 | $6.37M | Hold |
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|
2023
Q2 | $6.61M | Buy |
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|
2023
Q1 | $6.1M | Buy |
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|
2022
Q4 | $5.68M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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