Clearstead Advisors’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 | $24.2M | Buy |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $21.2M | Buy |
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|
2024
Q3 | $20.7M | Buy |
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|
2024
Q2 | $18.7M | Buy |
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|
2024
Q1 | $12.1M | Sell |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $9.47M | Sell |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $10.6M | Sell |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $9.81M | Buy |
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|
2020
Q4 | $8.58M | Buy |
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|
2020
Q3 | $7.58M | Sell |
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|
2020
Q2 | $7.13M | Sell |
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|
2020
Q1 | $5.95M | Buy |
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|
2019
Q4 | $4.12M | Buy |
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|
2019
Q3 | $3.8M | Buy |
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|
2019
Q2 | $3.75M | Buy |
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|
2019
Q1 | $3.59M | Sell |
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|
2018
Q4 | $4.57M | Buy |
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|
2018
Q3 | $2.39M | Buy |
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|
2018
Q2 | $1.34M | Hold |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.72M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.52M | Buy |
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|
2016
Q4 | $1.44M | Buy |
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