KCM Investment 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 | $344K | Hold |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $307K | Hold |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $234K | Buy |
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