Grandfield & Dodd’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
$1.65M Hold
2025
Q2
$1.54M Hold
2025
Q1
$1.39M Buy
2024
Q4
$1.2M Hold
2024
Q3
$1.17M Hold
2024
Q2
$1.11M Hold
2024
Q1
$1.07M Hold
2023
Q4
$976K Hold
2023
Q3
$875K Hold
2023
Q2
$908K Hold
2023
Q1
$839K Hold
2022
Q4
$784K Sell
2022
Q3
$900K Hold
2022
Q2
$950K Buy
2022
Q1
$1.1M Buy