Dakota 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 | $3.93M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.41M | Hold |
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|
2024
Q3 | $3.32M | Sell |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $3.92M | Hold |
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|
2023
Q1 | $3.62M | Sell |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $3.66M | Sell |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $6.66M | Sell |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $6.48M | Buy |
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|
2021
Q1 | $5.83M | Sell |
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|
2020
Q4 | $7.14M | Buy |
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|
2020
Q3 | $6.29M | Sell |
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|
2020
Q2 | $5.82M | Sell |
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|
2020
Q1 | $4.86M | Sell |
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|
2019
Q4 | $6.18M | Sell |
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|
2019
Q3 | $5.81M | Sell |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $5.63M | Sell |
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|
2018
Q4 | $6.01M | Hold |
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|
2018
Q3 | $6.01M | Buy |
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|
2018
Q2 | $5.57M | Buy |
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|
2018
Q1 | $5.06M | Buy |
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|
2017
Q4 | $4.99M | Sell |
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|
2017
Q3 | $4.72M | Sell |
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|
2017
Q2 | $4.78M | Sell |
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|
2017
Q1 | $4.79M | Sell |
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|
2016
Q4 | $4.59M | Sell |
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|
2016
Q3 | $4.79M | Sell |
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|
2016
Q2 | $5.09M | Sell |
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|
2016
Q1 | $5.15M | Buy |
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|
2015
Q4 | $5.09M | Sell |
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|
2015
Q3 | $4.9M | Buy |
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|
2015
Q2 | $5.27M | Sell |
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|
2015
Q1 | $5.42M | Buy |
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|
2014
Q4 | $4.83M | Buy |
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