Independent Advisor Alliance’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
Q1 | – | Sell |
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|
2024
Q4 | $9M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $200K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $18.7M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.73M | Buy |
|