Ferguson Wellman Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Ferguson Wellman Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.75M	Hold
2025 Q2	$2.56M	Sell
2025 Q1	$2.41M	Sell
2024 Q4	$2.59M	Hold
2024 Q3	$2.53M	Sell
2024 Q2	$2.44M	Sell
2024 Q1	$2.4M	Hold
2023 Q4	$2.19M	Buy
2023 Q3	$1.95M	Sell
2023 Q2	$2.04M	Hold
2023 Q1	$1.89M	Sell
2022 Q4	$1.77M	Buy
2022 Q3	$1.63M	Buy
2022 Q2	$1.39M	Sell
2022 Q1	$1.77M	Sell
2021 Q4	$1.89M	Hold
2021 Q3	$1.73M	Hold
2021 Q2	$1.73M	Sell
2021 Q1	$1.64M	Buy
2020 Q4	$1.51M	Sell
2020 Q3	$1.34M	Hold
2020 Q2	$1.23M	Hold
2020 Q1	$1.01M	Sell
2019 Q4	$1.39M	Hold
2019 Q3	$1.28M	Sell
2019 Q2	$1.31M	Sell
2019 Q1	$1.28M	Sell
2018 Q4	$1.14M	Buy
2018 Q3	$878K	Hold
2018 Q2	$826K	Hold
2018 Q1	$798K	Sell
2017 Q4	$811K	Hold
2017 Q3	$763K	Hold
2017 Q2	$738K	Hold
2017 Q1	$716K	Buy
2016 Q4	$676K	Hold
2016 Q3	$654K	Hold
2016 Q2	$635K	Hold
2016 Q1	$620K	Hold
2015 Q4	$615K	Hold
2015 Q3	$581K	Hold
2015 Q2	$630K	Hold
2015 Q1	$629K	Buy
2014 Q4	$615K	Hold
2014 Q3	$589K	Hold
2014 Q2	$590K	Buy
2014 Q1	$430K	Hold
2013 Q4	$423K	Hold
2013 Q3	$386K	Hold
2013 Q2	$369K	Buy