Deroy & Devereaux Private Investment Counsel’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 | $939K | Hold |
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|
2025
Q2 | $873K | Hold |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $824K | Sell |
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|
2024
Q2 | $790K | Sell |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $747K | Hold |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $694K | Hold |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $736K | Hold |
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|
2021
Q4 | $779K | Hold |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $713K | Hold |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $618K | Hold |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $498K | Hold |
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|
2020
Q1 | $410K | Hold |
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|
2019
Q4 | $517K | Hold |
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|
2019
Q3 | $477K | Buy |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $416K | Buy |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $339K | Hold |
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|
2016
Q4 | $321K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $302K | Hold |
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|
2016
Q1 | $294K | Hold |
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|
2015
Q4 | $292K | Hold |
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|
2015
Q3 | $276K | Hold |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $403K | Sell |
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|
2014
Q4 | $433K | Hold |
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|
2014
Q3 | $415K | Hold |
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|
2014
Q2 | $416K | Sell |
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|
2014
Q1 | $417K | Hold |
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|
2013
Q4 | $411K | Hold |
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|
2013
Q3 | $375K | Sell |
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|
2013
Q2 | $376K | Buy |
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