Ingalls & Snyder LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
786
| – | – | 0.01% | 376 |
|
|
2025
Q1 | $241K | Hold |
786
| – | – | 0.01% | 376 |
|
|
2024
Q4 | $253K | Hold |
786
| – | – | 0.01% | 368 |
|
|
2024
Q3 | $247K | Buy |
786
+93
| +13% | +$29.2K | 0.01% | 374 |
|
|
2024
Q2 | $206K | Buy |
+693
| New | +$206K | 0.01% | 379 |
|
|
2023
Q4 | – | Sell |
-1,101
| Closed | -$259K | – | 433 |
|
|
2023
Q3 | $259K | Hold |
1,101
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $268K | Hold |
1,101
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $248K | Hold |
1,101
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $232K | Hold |
1,101
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $217K | Buy |
+1,101
| New | +$217K | 0.01% | 360 |
|