Delta Asset 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 | $323K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $94.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $119K | Sell |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $110K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $37K | Hold |
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|
2014
Q3 | $36K | Hold |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $34K | Sell |
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|
2013
Q4 | $62K | Sell |
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|
2013
Q3 | $101K | Buy |
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