Evensky & Katz’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 | $3.38M | Buy |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.88M | Sell |
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|
2021
Q2 | $2.9M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.2M | Sell |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.12M | Sell |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.82M | Hold |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.6M | Sell |
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|
2017
Q1 | $1.47M | Hold |
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|
2016
Q4 | $1.47M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.4M | Sell |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.4M | Buy |
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|
2015
Q1 | $1.4M | Buy |
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|
2014
Q4 | $482K | Sell |
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|
2014
Q3 | $1.32M | Buy |
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|
2014
Q2 | $459K | Buy |
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|
2014
Q1 | $435K | Sell |
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|
2013
Q4 | $442K | Hold |
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|
2013
Q3 | $442K | Sell |
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|
2013
Q2 | $450K | Buy |
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