FineMark National Bank & Trust’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 | $24.9M | Buy |
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|
2025
Q1 | $22.2M | Sell |
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|
2024
Q4 | $23.4M | Sell |
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|
2024
Q3 | $23M | Sell |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $19.4M | Sell |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $18.5M | Sell |
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|
2023
Q1 | $17.6M | Sell |
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|
2022
Q4 | $16.8M | Buy |
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|
2022
Q3 | $15.7M | Sell |
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|
2022
Q2 | $17M | Sell |
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|
2022
Q1 | $20.6M | Sell |
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|
2021
Q4 | $22M | Sell |
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|
2021
Q3 | $20.3M | Sell |
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|
2021
Q2 | $20.8M | Sell |
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|
2021
Q1 | $19.4M | Buy |
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|
2020
Q4 | $18M | Buy |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $14.6M | Sell |
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|
2020
Q1 | $13M | Sell |
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|
2019
Q4 | $16.8M | Sell |
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|
2019
Q3 | $15.5M | Sell |
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|
2019
Q2 | $15.4M | Sell |
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|
2019
Q1 | $15.5M | Buy |
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|
2018
Q4 | $13.6M | Sell |
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|
2018
Q3 | $15.9M | Buy |
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|
2018
Q2 | $13.7M | Sell |
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|
2018
Q1 | $13.3M | Buy |
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|
2017
Q4 | $13.2M | Buy |
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|
2017
Q3 | $12.3M | Buy |
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|
2017
Q2 | $11.7M | Buy |
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|
2017
Q1 | $11.2M | Buy |
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|
2016
Q4 | $10.2M | Buy |
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|
2016
Q3 | $9.02M | Buy |
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|
2016
Q2 | $8.56M | Buy |
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|
2016
Q1 | $8.19M | Buy |
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|
2015
Q4 | $8.03M | Buy |
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|
2015
Q3 | $7.36M | Buy |
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|
2015
Q2 | $7.62M | Buy |
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|
2015
Q1 | $7.46M | Buy |
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|
2014
Q4 | $7.21M | Buy |
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|
2014
Q3 | $6.11M | Buy |
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|
2014
Q2 | $5.09M | Buy |
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|
2014
Q1 | $4.09M | Buy |
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|
2013
Q4 | $3.66M | Buy |
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|
2013
Q3 | $2.21M | Buy |
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|
2013
Q2 | $975K | Buy |
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