Levy Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $658K | Buy |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $385K | Buy |
|
|||||
|
2023
Q3 | $344K | Hold |
|
|||||
|
2023
Q2 | $357K | Buy |
|
|||||
|
2023
Q1 | $329K | Buy |
|
|||||
|
2022
Q4 | $307K | Buy |
|
|||||
|
2022
Q3 | $286K | Buy |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $341K | Buy |
|
|||||
|
2021
Q4 | $342K | Sell |
|
|||||
|
2021
Q3 | $363K | Buy |
|
|||||
|
2021
Q2 | $362K | Buy |
|
|||||
|
2021
Q1 | $335K | Buy |
|
|||||
|
2020
Q4 | $315K | Buy |
|