GenTrust’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 | $2.02M | Hold |
|
|||||
|
2025
Q1 | $1.82M | Hold |
|
|||||
|
2024
Q4 | $1.91M | Hold |
|
|||||
|
2024
Q3 | $1.87M | Buy |
|
|||||
|
2024
Q2 | $262K | Hold |
|
|||||
|
2024
Q1 | $253K | Hold |
|
|||||
|
2023
Q4 | $231K | Hold |
|
|||||
|
2023
Q3 | $208K | Hold |
|
|||||
|
2023
Q2 | $214K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $253K | Sell |
|
|||||
|
2021
Q4 | $287K | Hold |
|
|||||
|
2021
Q3 | $276K | Hold |
|
|||||
|
2021
Q2 | $276K | Hold |
|
|||||
|
2021
Q1 | $251K | Buy |
|