Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $924K | Hold |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $566K | Hold |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $670K | Hold |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $430K | Hold |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $480K | Sell |
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|
2019
Q3 | $468K | Hold |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $461K | Hold |
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|
2018
Q2 | $433K | Hold |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $406K | Sell |
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|
2017
Q2 | $396K | Hold |
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|
2017
Q1 | $384K | Sell |
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|
2016
Q4 | $378K | Buy |
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