Encompass Wealth 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 | $387K | Hold |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $330K | Hold |
|
|||||
|
2024
Q4 | $346K | Hold |
|
|||||
|
2024
Q3 | $338K | Hold |
|
|||||
|
2024
Q2 | $320K | Hold |
|
|||||
|
2024
Q1 | $310K | Sell |
|
|||||
|
2023
Q4 | $294K | Hold |
|
|||||
|
2023
Q3 | $263K | Sell |
|
|||||
|
2023
Q2 | $283K | Hold |
|
|||||
|
2023
Q1 | $261K | Hold |
|
|||||
|
2022
Q4 | $244K | Hold |
|
|||||
|
2022
Q3 | $229K | Hold |
|
|||||
|
2022
Q2 | $241K | Hold |
|
|||||
|
2022
Q1 | $290K | Hold |
|
|||||
|
2021
Q4 | $307K | Hold |
|
|||||
|
2021
Q3 | $280K | Sell |
|
|||||
|
2021
Q2 | $290K | Hold |
|
|||||
|
2021
Q1 | $281K | Hold |
|
|||||
|
2020
Q4 | $254K | Buy |
|