Grimes & Company’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 | $456K | Buy |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
|