Congress 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 | $3.32M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $706K | Buy |
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