Flagship Harbor Advisors’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 | $985K | Hold |
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|
2025
Q1 | $890K | Hold |
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|
2024
Q4 | $934K | Buy |
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|
2024
Q3 | $912K | Buy |
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|
2024
Q1 | $691K | Hold |
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|
2023
Q4 | $629K | Buy |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $568K | Buy |
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|
2021
Q3 | $516K | Hold |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $486K | Hold |
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|
2020
Q4 | $460K | Hold |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $467K | Buy |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $423K | Sell |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $413K | Hold |
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|
2019
Q1 | $400K | Hold |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $439K | Buy |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $334K | Hold |
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|
2017
Q1 | $325K | Hold |
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|
2016
Q4 | $314K | Buy |
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