Kelly Financial Services’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 | $295K | Sell |
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|
2025
Q2 | $307K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $52.1K | Sell |
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|
2024
Q1 | $98.8K | Sell |
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|
2023
Q4 | $95K | Buy |
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|
2023
Q3 | $63.4K | Buy |
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|
2023
Q2 | $64.1K | Buy |
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|
2023
Q1 | $13.1K | Buy |
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|
2022
Q4 | $10.1K | Hold |
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|
2022
Q3 | $9.47K | Sell |
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|
2022
Q2 | $22.7K | Buy |
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|
2022
Q1 | $11.3K | Buy |
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