Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $381K | Sell |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $320K | Buy |
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