Larson Financial Group’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 | $1.08M | Buy |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $194K | Buy |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $164K | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $193K | Sell |
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|
2021
Q1 | $184K | Buy |
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|
2020
Q4 | $174K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $42K | Buy |
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|
2019
Q3 | $38K | Sell |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $36K | Buy |
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