GM Advisory Group’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
$4.06M Buy
2025
Q1
$3.66M Buy
2024
Q4
$3.83M Buy
2024
Q3
$3.73M Buy
2024
Q2
$3.51M Buy
2024
Q1
$3.39M Buy
2023
Q4
$2.91M Sell
2023
Q3
$2.74M Hold
2023
Q2
$2.84M Buy
2023
Q1
$2.62M Buy
2022
Q1
Sell
2021
Q4
$338K Buy
2015
Q3
Sell
2015
Q2
$8.19M Sell
2015
Q1
$8.46M Sell
2014
Q4
$19.9M Buy