Foundations Investment 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
Q3 | $2M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $216K | Buy |
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