Forum Financial Management’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
Q3 | $2.46M | Hold |
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|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.97M | Hold |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $405K | Buy |
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