Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $61.7K | Hold |
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|
2024
Q4 | $64.8K | Hold |
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2024
Q3 | $63.2K | Hold |
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|
2024
Q2 | $59.8K | Hold |
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|
2024
Q1 | $57.8K | Hold |
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|
2023
Q4 | $52.7K | Hold |
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|
2023
Q3 | $47.2K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $45.4K | Hold |
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|
2022
Q4 | $42.3K | Hold |
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|
2022
Q3 | $40.7K | Hold |
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|
2022
Q2 | $42.2K | Sell |
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|
2022
Q1 | $88.4K | Buy |
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|
2021
Q4 | $53.1K | Hold |
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|
2021
Q3 | $49.1K | Hold |
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|
2021
Q2 | $48.9K | Hold |
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|
2021
Q1 | $45.5K | Hold |
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|
2020
Q4 | $42.6K | Buy |
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