Kendall 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
Q2 | $1.25M | Hold |
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|
2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $263K | Buy |
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