KMG Fiduciary Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $2.58M | Sell |
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|
2025
Q2 | $2.9M | Hold |
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|
2025
Q1 | $2.62M | Sell |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.8M | Buy |
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|
2023
Q4 | $2.52M | Hold |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.22M | Hold |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $413K | Buy |
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