Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $173K | Sell |
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $185K | Hold |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $183K | Sell |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $205K | Hold |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $205K | Sell |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $307K | Buy |
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|
2016
Q3 | $295K | Buy |
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|
2016
Q2 | $284K | Buy |
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|
2016
Q1 | $273K | Hold |
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|
2015
Q4 | $273K | Buy |
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