Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Sell |
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|
2025
Q4 | $1.35M | Hold |
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|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $935K | Hold |
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|
2023
Q2 | $970K | Buy |
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|
2023
Q1 | $762K | Hold |
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|
2022
Q4 | $712K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $821K | Hold |
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|
2021
Q4 | $868K | Sell |
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|
2021
Q3 | $796K | Hold |
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|
2021
Q2 | $797K | Hold |
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|
2021
Q1 | $737K | Hold |
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|
2020
Q4 | $698K | Hold |
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|
2020
Q3 | $616K | Hold |
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|
2020
Q2 | $566K | Buy |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $701K | Buy |
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|
2019
Q3 | $567K | Hold |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $517K | Hold |
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|
2018
Q4 | $455K | Buy |
|