HB Wealth Management’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 | $15.1M | Buy |
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|
2025
Q2 | $13.5M | Sell |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $8.53M | Sell |
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|
2024
Q3 | $8.39M | Sell |
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|
2024
Q2 | $7.95M | Buy |
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|
2024
Q1 | $7.56M | Buy |
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|
2023
Q4 | $6.73M | Sell |
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|
2023
Q3 | $6.04M | Sell |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $5.79M | Sell |
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|
2022
Q4 | $5.49M | Buy |
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|
2022
Q3 | $5.05M | Sell |
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|
2022
Q2 | $5.86M | Sell |
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|
2022
Q1 | $7.43M | Buy |
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|
2021
Q4 | $4.95M | Buy |
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