Logan Capital Management’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
Q2
$24.1K Sell
2025
Q1
$194K Hold
2024
Q4
$203K Buy
2024
Q3
$176K Hold
2024
Q2
$167K Buy
2024
Q1
$158K Hold
2023
Q4
$144K Hold
2023
Q3
$129K Hold
2023
Q2
$134K Hold
2023
Q1
$124K Hold
2022
Q4
$116K Hold
2022
Q3
$109K Hold
2022
Q2
$114K Hold
2022
Q1
$138K Hold
2021
Q4
$145K Hold
2021
Q3
$133K Hold
2021
Q2
$133K Buy
2021
Q1
$62K Buy
2019
Q1
Sell
2018
Q4
$794K Buy