First National 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 | $917K | Sell |
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|
2025
Q1 | $831K | Hold |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.21M | Hold |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $957K | Hold |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $903K | Hold |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $718K | Hold |
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|
2022
Q1 | $864K | Sell |
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|
2021
Q4 | $953K | Sell |
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|
2021
Q3 | $895K | Sell |
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|
2021
Q2 | $916K | Hold |
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|
2021
Q1 | $847K | Sell |
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|
2020
Q4 | $825K | Hold |
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|
2020
Q3 | $729K | Sell |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $573K | Hold |
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|
2019
Q4 | $723K | Hold |
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|
2019
Q3 | $666K | Hold |
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|
2019
Q2 | $659K | Hold |
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|
2019
Q1 | $637K | Sell |
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|
2018
Q4 | $576K | Hold |
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|
2018
Q3 | $672K | Hold |
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|
2018
Q2 | $632K | Sell |
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|
2018
Q1 | $975K | Sell |
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|
2017
Q4 | $4.11M | Sell |
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|
2017
Q3 | $6.56M | Hold |
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|
2017
Q2 | $6.34M | Buy |
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|
2017
Q1 | $6.09M | Sell |
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|
2016
Q4 | $6.03M | Sell |
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|
2016
Q3 | $6.12M | Hold |
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|
2016
Q2 | $5.93M | Hold |
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|
2016
Q1 | $5.79M | Buy |
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|
2015
Q4 | $662K | Hold |
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|
2015
Q3 | $625K | Hold |
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|
2015
Q2 | $678K | Buy |
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|
2015
Q1 | $482K | Hold |
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|
2014
Q4 | $477K | Hold |
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|
2014
Q3 | $457K | Sell |
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|
2014
Q2 | $471K | Buy |
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|
2014
Q1 | $436K | Buy |
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|
2013
Q4 | $371K | Hold |
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|
2013
Q3 | $339K | Hold |
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|
2013
Q2 | $323K | Buy |
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