HeadInvest LLC’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
$829K Hold
2025
Q1
$748K Hold
2024
Q4
$786K Hold
2024
Q3
$767K Hold
2024
Q2
$726K Sell
2024
Q1
$717K Hold
2023
Q4
$653K Hold
2023
Q3
$585K Hold
2023
Q2
$610K Buy
2023
Q1
$558K Sell
2022
Q4
$593K Hold
2022
Q3
$556K Sell
2022
Q2
$627K Sell
2022
Q1
$782K Sell
2021
Q4
$846K Buy