Corient Private Wealth’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
Q3 | $52.6M | Buy |
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|
2025
Q2 | $46M | Sell |
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|
2025
Q1 | $86.8M | Buy |
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|
2024
Q4 | $46.4M | Sell |
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|
2024
Q3 | $47.9M | Buy |
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|
2024
Q2 | $49.3M | Buy |
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|
2024
Q1 | $47.7M | Sell |
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|
2023
Q4 | $43.5M | Buy |
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|
2023
Q3 | $38.1M | Buy |
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|
2023
Q2 | $38.7M | Buy |
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|
2023
Q1 | $35.2M | Sell |
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|
2022
Q4 | $36.6M | Buy |
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