Krilogy Financial’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
$456K Buy
2023
Q2
Sell
2023
Q1
$247K Hold
2022
Q4
$231K Hold
2022
Q3
$216K Hold
2022
Q2
$228K Hold
2022
Q1
$274K Hold
2021
Q4
$290K Hold
2021
Q3
$265K Hold
2021
Q2
$266K Hold
2021
Q1
$246K Hold
2020
Q4
$232K Hold
2020
Q3
$205K Buy
2017
Q4
Sell
2017
Q3
$29K Buy