Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $57K | Buy |
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|
2023
Q4 | $19.7K | Hold |
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|
2023
Q3 | $17.7K | Sell |
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|
2023
Q2 | $42.7K | Hold |
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|
2023
Q1 | $39.4K | Hold |
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|
2022
Q4 | $36.8K | Sell |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $31K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $8K | Buy |
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