Founders Financial Alliance’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 | $528K | Sell |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $526K | Hold |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $199K | Hold |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $175K | Buy |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | $177K | Buy |
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