Fulton Breakefield Broenniman’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 | $574K | Sell |
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|
2025
Q2 | $553K | Hold |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $672K | Sell |
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|
2024
Q1 | $668K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $793K | Hold |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $778K | Buy |
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|
2022
Q1 | $881K | Hold |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $626K | Hold |
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|
2021
Q1 | $579K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $484K | Sell |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $499K | Buy |
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