Lee, Danner & Bass’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 | $1.9M | Sell |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.79M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $918K | Buy |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $776K | Sell |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $780K | Sell |
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|
2022
Q1 | $958K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $956K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $931K | Sell |
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|
2020
Q4 | $882K | Sell |
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|
2020
Q3 | $798K | Sell |
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|
2020
Q2 | $738K | Sell |
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|
2020
Q1 | $647K | Buy |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $838K | Sell |
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|
2019
Q2 | $947K | Sell |
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|
2019
Q1 | $920K | Sell |
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|
2018
Q4 | $812K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $973K | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $962K | Sell |
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|
2017
Q2 | $933K | Sell |
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|
2017
Q1 | $948K | Buy |
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|
2016
Q4 | $531K | Sell |
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|
2016
Q3 | $535K | Sell |
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|
2016
Q2 | $538K | Buy |
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|
2016
Q1 | $532K | Sell |
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|
2015
Q4 | $521K | Hold |
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|
2015
Q3 | $492K | Sell |
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|
2015
Q2 | $554K | Buy |
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|
2015
Q1 | $487K | Buy |
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|
2014
Q4 | $468K | Buy |
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|
2014
Q3 | $447K | Buy |
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|
2014
Q2 | $437K | Sell |
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|
2014
Q1 | $476K | Buy |
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|
2013
Q4 | $447K | Hold |
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|
2013
Q3 | $408K | Hold |
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|
2013
Q2 | $390K | Buy |
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