JMG Financial 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
Q2 | $13.9M | Sell |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $11.1M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $10.6M | Sell |
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|
2023
Q1 | $9.9M | Sell |
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|
2022
Q4 | $9.52M | Sell |
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|
2022
Q3 | $9.29M | Buy |
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|
2022
Q2 | $9.62M | Buy |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $10.8M | Sell |
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|
2021
Q2 | $10.9M | Sell |
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|
2021
Q1 | $10.1M | Sell |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $8.59M | Buy |
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|
2020
Q2 | $7.8M | Buy |
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|
2020
Q1 | $6.04M | Buy |
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|
2019
Q4 | $6.48M | Sell |
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|
2019
Q3 | $6.07M | Buy |
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|
2019
Q2 | $5.97M | Hold |
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|
2019
Q1 | $5.77M | Sell |
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|
2018
Q4 | $6.58M | Buy |
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|
2018
Q3 | $5.61M | Sell |
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|
2018
Q2 | $5.35M | Buy |
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|
2018
Q1 | $4.77M | Sell |
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|
2017
Q4 | $4.97M | Sell |
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|
2017
Q3 | $4.69M | Sell |
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|
2017
Q2 | $4.85M | Buy |
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|
2017
Q1 | $4.69M | Buy |
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|
2016
Q4 | $4.41M | Sell |
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|
2016
Q3 | $4.74M | Hold |
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|
2016
Q2 | $4.6M | Buy |
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|
2016
Q1 | $4.49M | Sell |
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|
2015
Q4 | $6.27M | Buy |
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|
2015
Q3 | $5.92M | Buy |
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|
2015
Q2 | $3.89M | Sell |
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|
2015
Q1 | $3.95M | Buy |
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|
2014
Q4 | $3.81M | Hold |
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|
2014
Q3 | $3.65M | Buy |
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|
2014
Q2 | $3.61M | Sell |
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|
2014
Q1 | $3.66M | Sell |
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|
2013
Q4 | $3.62M | Hold |
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|
2013
Q3 | $3.3M | Sell |
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|
2013
Q2 | $3.26M | Buy |
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