Jackson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.01M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.29M | Buy |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $4.85M | Sell |
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|
2019
Q3 | $4.41M | Sell |
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|
2019
Q2 | $4.62M | Sell |
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|
2019
Q1 | $4.46M | Sell |
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|
2018
Q4 | $3.94M | Sell |
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|
2018
Q3 | $6.18M | Buy |
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|
2018
Q2 | $5.92M | Sell |
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|
2018
Q1 | $6.61M | Sell |
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|
2017
Q4 | $7.88M | Sell |
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|
2017
Q3 | $16.4M | Buy |
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|
2017
Q2 | $15.5M | Buy |
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|
2017
Q1 | $13.8M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.42M | Sell |
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|
2015
Q4 | $1.45M | Sell |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.47M | Sell |
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|
2015
Q1 | $13.8M | Buy |
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|
2014
Q4 | $13.2M | Buy |
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