Horst & Graben Wealth Management’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 | $2.17M | Buy |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $972K | Buy |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $909K | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $875K | Hold |
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|
2021
Q2 | $876K | Buy |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $627K | Buy |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $389K | Buy |
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