Hirtle Callaghan & Co’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 | $6.48M | Buy |
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|
2025
Q1 | $5.79M | Buy |
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|
2024
Q4 | $5.96M | Hold |
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|
2024
Q3 | $5.82M | Buy |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $4.72M | Hold |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.43M | Hold |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $3.18M | Hold |
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|
2022
Q2 | $3.35M | Hold |
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|
2022
Q1 | $4.03M | Buy |
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|
2021
Q4 | $4.14M | Sell |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.79M | Hold |
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|
2021
Q1 | $3.5M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $1.61M | Buy |
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|
2020
Q2 | $632K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7.51M | Hold |
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|
2018
Q3 | $8.76M | Hold |
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|
2018
Q2 | $8.23M | Hold |
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|
2018
Q1 | $7.95M | Hold |
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|
2017
Q4 | $8.05M | Hold |
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|
2017
Q3 | $7.58M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6.52M | Hold |
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|
2016
Q2 | $6.33M | Hold |
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|
2016
Q1 | $6.18M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.27M | Hold |
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|
2014
Q4 | $6.21M | Hold |
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|
2014
Q3 | $5.95M | Hold |
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|
2014
Q2 | $5.96M | Sell |
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|
2014
Q1 | $5.94M | Hold |
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|
2013
Q4 | $5.84M | Hold |
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|
2013
Q3 | $5.33M | Buy |
|