Joel Isaacson & Co’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 | $2.62M | Buy |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $932K | Buy |
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|
2022
Q3 | $870K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $588K | Hold |
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|
2020
Q4 | $557K | Hold |
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|
2020
Q3 | $492K | Hold |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $469K | Hold |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $433K | Hold |
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|
2018
Q4 | $396K | Hold |
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|
2018
Q3 | $445K | Hold |
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|
2018
Q2 | $418K | Buy |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $373K | Hold |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $350K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $321K | Hold |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $304K | Hold |
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|
2015
Q4 | $302K | Hold |
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|
2015
Q3 | $286K | Buy |
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|
2015
Q2 | $142K | Hold |
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|
2015
Q1 | $142K | Hold |
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|
2014
Q4 | $141K | Buy |
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|
2014
Q3 | $102K | Hold |
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|
2014
Q2 | $102K | Hold |
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|
2014
Q1 | $97K | Hold |
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|
2013
Q4 | $95K | Hold |
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|
2013
Q3 | $87K | Hold |
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|
2013
Q2 | $83K | Buy |
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