DHJJ Financial Advisors’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 | $1.18M | Buy |
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|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $990K | Hold |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $960K | Buy |
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|
2024
Q1 | $929K | Hold |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $788K | Hold |
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|
2022
Q4 | $736K | Buy |
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|
2022
Q3 | $690K | Hold |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | $878K | Hold |
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|
2021
Q4 | $924K | Buy |
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|
2021
Q3 | $845K | Hold |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $782K | Hold |
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|
2020
Q4 | $740K | Buy |
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