Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
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|
2025
Q4 | $1.68M | Sell |
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|
2025
Q3 | $1.68M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $942K | Buy |
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|
2023
Q3 | $839K | Buy |
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|
2023
Q2 | $864K | Sell |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $597K | Sell |
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|
2020
Q2 | $585K | Sell |
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|
2020
Q1 | $609K | Buy |
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