Horan Securities’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 | $236K | Buy |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q2 | $65K | Buy |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $22K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $20K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $18K | Buy |
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