Global Retirement Partners’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 | $1.55M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $861K | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $676K | Buy |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $818K | Buy |
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|
2022
Q3 | $708K | Sell |
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|
2022
Q2 | $759K | Hold |
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|
2022
Q1 | $791K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $501K | Buy |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $287K | Sell |
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|
2019
Q2 | $608K | Buy |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $628K | Buy |
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|
2018
Q3 | $293K | Sell |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $224K | Sell |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q2 | $181K | Buy |
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|
2017
Q1 | $156K | Sell |
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|
2016
Q4 | $180K | Buy |
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