Connecticut 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 | $2.53M | Buy |
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|
2025
Q1 | $925K | Buy |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $356K | Buy |
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