HHM Wealth Advisors’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 | $94.3K | Hold |
|
|||||
|
2025
Q2 | $87.6K | Hold |
|
|||||
|
2025
Q1 | $79.1K | Hold |
|
|||||
|
2024
Q4 | $83.1K | Hold |
|
|||||
|
2024
Q3 | $81.1K | Hold |
|
|||||
|
2024
Q2 | $76.8K | Hold |
|
|||||
|
2024
Q1 | $74.3K | Hold |
|
|||||
|
2023
Q4 | $67.7K | Hold |
|
|||||
|
2023
Q3 | $60.6K | Hold |
|
|||||
|
2023
Q2 | $62.9K | Hold |
|
|||||
|
2023
Q1 | $58.1K | Sell |
|
|||||
|
2022
Q4 | $64.6K | Hold |
|
|||||
|
2022
Q3 | $61K | Hold |
|
|||||
|
2022
Q2 | $64K | Buy |
|
|||||
|
2022
Q1 | $65K | Hold |
|
|||||
|
2021
Q4 | $68K | Hold |
|
|||||
|
2021
Q3 | $62K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $58K | Hold |
|
|||||
|
2020
Q4 | $55K | Hold |
|
|||||
|
2020
Q3 | $48K | Hold |
|
|||||
|
2020
Q2 | $44K | Hold |
|
|||||
|
2020
Q1 | $37K | Buy |
|