LBJ Family Wealth Advisors’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 | $1.69M | Buy |
|
|||||
|
2025
Q2 | $1.57M | Buy |
|
|||||
|
2025
Q1 | $1.42M | Buy |
|
|||||
|
2024
Q4 | $1.49M | Buy |
|
|||||
|
2024
Q3 | $1.45M | Buy |
|
|||||
|
2024
Q2 | $1.36M | Buy |
|
|||||
|
2024
Q1 | $1.32M | Buy |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.2M | Buy |
|
|||||
|
2023
Q1 | $1.1M | Buy |
|
|||||
|
2022
Q4 | $1.03M | Buy |
|
|||||
|
2022
Q3 | $961K | Buy |
|
|||||
|
2022
Q2 | $1.01M | Buy |
|
|||||
|
2022
Q1 | $1.18M | Sell |
|
|||||
|
2021
Q4 | $1.29M | Buy |
|
|||||
|
2021
Q3 | $1.19M | Hold |
|
|||||
|
2021
Q2 | $1.18M | Sell |
|
|||||
|
2021
Q1 | $1.19M | Buy |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $985K | Buy |
|
|||||
|
2020
Q2 | $900K | Buy |
|
|||||
|
2020
Q1 | $739K | Buy |
|
|||||
|
2019
Q4 | $930K | Buy |
|
|||||
|
2019
Q3 | $851K | Buy |
|
|||||
|
2019
Q2 | $852K | Buy |
|
|||||
|
2019
Q1 | $805K | Buy |
|
|||||
|
2018
Q4 | $707K | Buy |
|