Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $917K | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $799K | Buy |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $813K | Hold |
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|
2021
Q4 | $860K | Sell |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $989K | Hold |
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|
2021
Q1 | $915K | Sell |
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|
2020
Q4 | $887K | Hold |
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|
2020
Q3 | $783K | Hold |
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|
2020
Q2 | $719K | Buy |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $965K | Sell |
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|
2019
Q1 | $975K | Sell |
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|
2018
Q4 | $870K | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $994K | Buy |
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|
2018
Q1 | $955K | Sell |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $972K | Sell |
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|
2017
Q2 | $966K | Hold |
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|
2017
Q1 | $938K | Hold |
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|
2016
Q4 | $889K | Buy |
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|
2016
Q2 | $798K | Sell |
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|
2016
Q1 | $804K | Sell |
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|
2015
Q4 | $810K | Sell |
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|
2015
Q3 | $795K | Hold |
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|
2015
Q2 | $862K | Hold |
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|
2015
Q1 | $860K | Sell |
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|
2014
Q4 | $863K | Hold |
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|
2014
Q3 | $827K | Buy |
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|
2014
Q2 | $826K | Buy |
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|
2014
Q1 | $767K | Buy |
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|
2013
Q4 | $526K | Sell |
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|
2013
Q3 | $521K | Sell |
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|
2013
Q2 | $507K | Buy |
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