Fi3 Financial 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
Q2 | $974K | Hold |
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|
2025
Q1 | $879K | Hold |
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|
2024
Q4 | $924K | Hold |
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|
2024
Q3 | $901K | Hold |
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|
2024
Q2 | $853K | Hold |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $710K | Hold |
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|
2023
Q1 | $656K | Hold |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $424K | Buy |
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