Joseph Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $438K | Sell |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $422K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $542K | Buy |
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