D.A. Davidson & Co’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 | $4.07M | Sell |
|
|||||
|
2025
Q2 | $3.79M | Sell |
|
|||||
|
2025
Q1 | $3.43M | Buy |
|
|||||
|
2024
Q4 | $3.58M | Sell |
|
|||||
|
2024
Q3 | $3.5M | Buy |
|
|||||
|
2024
Q2 | $3.28M | Sell |
|
|||||
|
2024
Q1 | $4.27M | Sell |
|
|||||
|
2023
Q4 | $4.16M | Sell |
|
|||||
|
2023
Q3 | $3.74M | Sell |
|
|||||
|
2023
Q2 | $3.9M | Buy |
|
|||||
|
2023
Q1 | $3.58M | Sell |
|
|||||
|
2022
Q4 | $3.4M | Buy |
|
|||||
|
2022
Q3 | $2.67M | Sell |
|
|||||
|
2022
Q2 | $3.33M | Buy |
|
|||||
|
2022
Q1 | $3.84M | Sell |
|
|||||
|
2021
Q4 | $4.08M | Sell |
|
|||||
|
2021
Q3 | $3.75M | Sell |
|
|||||
|
2021
Q2 | $3.83M | Sell |
|
|||||
|
2021
Q1 | $3.56M | Buy |
|
|||||
|
2020
Q4 | $438K | Hold |
|
|||||
|
2020
Q3 | $387K | Hold |
|
|||||
|
2020
Q2 | $355K | Sell |
|
|||||
|
2020
Q1 | $2.36M | Sell |
|
|||||
|
2019
Q4 | $3.05M | Buy |
|
|||||
|
2019
Q3 | $2.81M | Sell |
|
|||||
|
2019
Q2 | $2.83M | Sell |
|
|||||
|
2019
Q1 | $2.46M | Buy |
|
|||||
|
2018
Q4 | $2.34M | Buy |
|
|||||
|
2018
Q3 | $2.7M | Buy |
|
|||||
|
2018
Q2 | $2.53M | Sell |
|
|||||
|
2018
Q1 | $2.52M | Buy |
|
|||||
|
2017
Q4 | $2.49M | Buy |
|
|||||
|
2017
Q3 | $2.26M | Sell |
|
|||||
|
2017
Q2 | $2.24M | Buy |
|
|||||
|
2017
Q1 | $480K | Sell |
|
|||||
|
2016
Q4 | $2.25M | Sell |
|
|||||
|
2016
Q3 | $2.18M | Buy |
|
|||||
|
2016
Q2 | $359K | Hold |
|
|||||
|
2016
Q1 | $351K | Sell |
|
|||||
|
2015
Q4 | $353K | Buy |
|
|||||
|
2015
Q3 | $329K | Buy |
|
|||||
|
2015
Q2 | $310K | Hold |
|
|||||
|
2015
Q1 | $310K | Sell |
|
|||||
|
2014
Q4 | $358K | Buy |
|
|||||
|
2014
Q3 | $294K | Hold |
|
|||||
|
2014
Q2 | $294K | Hold |
|
|||||
|
2014
Q1 | $280K | Sell |
|
|||||
|
2013
Q4 | $316K | Buy |
|
|||||
|
2013
Q3 | $285K | Hold |
|
|||||
|
2013
Q2 | $272K | Buy |
|