Investmark Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $385K | Buy |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $272K | Buy |
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