Integrated Wealth Concepts’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
Q2 | $22.5M | Sell |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $18.2M | Buy |
|
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|
2024
Q2 | $16.4M | Sell |
|
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|
2024
Q1 | $16.5M | Sell |
|
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|
2023
Q4 | $15.1M | Buy |
|
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|
2023
Q3 | $12.9M | Buy |
|
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|
2023
Q2 | $12.7M | Buy |
|
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|
2023
Q1 | $10.2M | Buy |
|
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|
2022
Q4 | $9M | Sell |
|
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|
2022
Q3 | $9.14M | Sell |
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|
2022
Q2 | $10M | Buy |
|
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|
2022
Q1 | $4.49M | Buy |
|
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $645K | Buy |
|
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $411K | Buy |
|
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $213K | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $240K | Buy |
|