Evolution 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 | $257K | Hold |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $219 | Buy |
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