Empirical 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 | $2.56M | Sell |
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|
2025
Q1 | $7.85M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.41M | Hold |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $970K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $898K | Hold |
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|
2019
Q1 | $868K | Hold |
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|
2018
Q4 | $765K | Buy |
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|
2018
Q3 | $569K | Buy |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $300K | Buy |
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