CM Wealth 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 | $9.25M | Sell |
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|
2025
Q1 | $8.65M | Hold |
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|
2024
Q4 | $9.09M | Sell |
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|
2024
Q3 | $9.33M | Buy |
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|
2024
Q2 | $7.25M | Sell |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $7.34M | Hold |
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|
2023
Q3 | $6.89M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.8M | Buy |
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|
2022
Q3 | $3.22B | Buy |
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|
2022
Q2 | $2.05M | Buy |
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