JFS Wealth Advisors’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 | $70.2M | Sell |
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|
2025
Q1 | $63.7M | Sell |
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|
2024
Q4 | $69.3M | Sell |
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|
2024
Q3 | $68.6M | Sell |
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|
2024
Q2 | $66.5M | Sell |
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|
2024
Q1 | $65.1M | Sell |
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|
2023
Q4 | $60.8M | Buy |
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|
2023
Q3 | $49.2M | Sell |
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|
2023
Q2 | $51.8M | Sell |
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|
2023
Q1 | $48.2M | Buy |
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|
2022
Q4 | $44.1M | Sell |
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|
2022
Q3 | $41.6M | Buy |
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|
2022
Q2 | $43.7M | Sell |
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|
2022
Q1 | $54.3M | Sell |
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|
2021
Q4 | $57.5M | Sell |
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|
2021
Q3 | $53.8M | Sell |
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|
2021
Q2 | $54.3M | Sell |
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|
2021
Q1 | $50.4M | Buy |
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|
2020
Q4 | $46.9M | Buy |
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|
2020
Q3 | $41.2M | Sell |
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|
2020
Q2 | $38.4M | Buy |
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|
2020
Q1 | $28.4M | Sell |
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|
2019
Q4 | $37.7M | Buy |
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|
2019
Q3 | $34.7M | Sell |
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|
2019
Q2 | $35.1M | Buy |
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|
2019
Q1 | $33M | Buy |
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|
2018
Q4 | $28.9M | Buy |
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|
2018
Q3 | $32.5M | Sell |
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|
2018
Q2 | $31.1M | Buy |
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|
2018
Q1 | $29M | Sell |
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|
2017
Q4 | $33.1M | Sell |
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|
2017
Q3 | $31.2M | Buy |
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|
2017
Q2 | $28.5M | Buy |
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|
2017
Q1 | $25M | Hold |
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|
2016
Q4 | $25M | Buy |
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|
2016
Q3 | $23.5M | Sell |
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|
2016
Q2 | $23.7M | Buy |
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|
2016
Q1 | $21.9M | Sell |
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|
2015
Q4 | $22.4M | Buy |
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