Financial Services Advisory’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 | $3.82M | Sell |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $14.6M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $823K | Sell |
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|
2021
Q2 | $858K | Buy |
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|
2021
Q1 | $696K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $911K | Sell |
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|
2020
Q2 | $9.7M | Buy |
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