Crestwood Advisors Group’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 | $2.75M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.37M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $845K | Hold |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $807K | Buy |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $670K | Hold |
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|
2022
Q3 | $628K | Hold |
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|
2022
Q2 | $661K | Hold |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $794K | Sell |
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|
2021
Q3 | $736K | Hold |
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|
2021
Q2 | $737K | Hold |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $621K | Hold |
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|
2020
Q3 | $549K | Buy |
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|
2020
Q2 | $494K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $566K | Hold |
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|
2019
Q3 | $522K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $15K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $254K | Hold |
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|
2015
Q1 | $254K | Hold |
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|
2014
Q4 | $251K | Buy |
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