Kovitz Investment Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
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|
2025
Q4 | $1.35M | Sell |
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|
2025
Q3 | $65.1M | Sell |
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|
2025
Q2 | $62.8M | Buy |
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|
2025
Q1 | $55.4M | Sell |
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|
2024
Q4 | $61M | Sell |
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|
2024
Q3 | $52.6M | Buy |
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|
2024
Q2 | $55M | Buy |
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|
2024
Q1 | $45.3M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.1M | Buy |
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