Cornerstone 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 | $497K | Hold |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $130K | Buy |
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