HM Payson & 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
Q3 | $830K | Hold |
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|
2025
Q2 | $772K | Hold |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $774K | Hold |
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|
2024
Q3 | $755K | Hold |
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|
2024
Q2 | $715K | Hold |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $615K | Hold |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $446K | Hold |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $184K | Hold |
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|
2020
Q2 | $169K | Sell |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.11M | Buy |
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|
2019
Q2 | $2.88M | Sell |
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|
2019
Q1 | $5.67M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.22M | Buy |
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|
2018
Q1 | $4M | Buy |
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|
2017
Q4 | $3.9M | Sell |
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|
2017
Q3 | $3.88M | Buy |
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|
2017
Q2 | $3.61M | Buy |
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|
2017
Q1 | $338K | Buy |
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