First American 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 | $746K | Sell |
|
|||||
|
2025
Q1 | $685K | Sell |
|
|||||
|
2024
Q4 | $726K | Sell |
|
|||||
|
2024
Q3 | $729K | Buy |
|
|||||
|
2024
Q2 | $409K | Buy |
|
|||||
|
2024
Q1 | $378K | Hold |
|
|||||
|
2023
Q4 | $345K | Sell |
|
|||||
|
2023
Q3 | $319K | Hold |
|
|||||
|
2023
Q2 | $331K | Buy |
|
|||||
|
2023
Q1 | $280K | Sell |
|
|||||
|
2022
Q4 | $271K | Buy |
|
|||||
|
2022
Q3 | $232K | Hold |
|
|||||
|
2022
Q2 | $244K | Sell |
|
|||||
|
2022
Q1 | $300K | Buy |
|