Fragasso Financial 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
$2.91M Sell
2025
Q2
$2.75M Buy
2025
Q1
$942K Sell
2024
Q4
$1.07M Sell
2024
Q3
$1.13M Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.08M Buy
2023
Q3
$871K Hold
2023
Q2
$904K Buy
2023
Q1
$832K Sell
2022
Q4
$2.13M Buy
2022
Q3
$290K Buy
2022
Q2
$218K Sell
2022
Q1
$265K Buy
2021
Q4
$270K Buy
2021
Q3
$245K Buy
2021
Q2
$245K Sell
2021
Q1
$230K Buy
2020
Q4
$217K Buy