IFS Advisors’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
$782K Hold
2025
Q2
$727K Sell
2025
Q1
$662K Sell
2024
Q4
$716K Sell
2024
Q3
$723K Hold
2024
Q2
$684K Hold
2024
Q1
$662K Hold
2023
Q4
$603K Hold
2023
Q3
$540K Sell
2023
Q2
$780K Sell
2023
Q1
$728K Sell
2022
Q4
$687K Buy
2022
Q3
$631K Hold
2022
Q2
$664K Hold
2022
Q1
$800K Hold
2021
Q4
$846K Hold
2021
Q3
$773K Sell
2021
Q2
$799K Hold
2021
Q1
$738K Sell
2020
Q4
$742K Buy