Harbor Investment Advisory’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 | $4.44M | Sell |
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|
2025
Q1 | $4.12M | Sell |
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|
2024
Q4 | $4.36M | Hold |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.31M | Hold |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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