Holistic Financial Partners’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 | $258K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $236K | Buy |
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