M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $6.09M | Buy |
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|
2021
Q2 | $6.36M | Sell |
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|
2021
Q1 | $7.9M | Buy |
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|
2020
Q4 | $5.7M | Sell |
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|
2020
Q3 | $5.11M | Sell |
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|
2020
Q2 | $4.8M | Sell |
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|
2020
Q1 | $5.08M | Buy |
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|
2019
Q4 | $5.58M | Buy |
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|
2019
Q3 | $4.68M | Sell |
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|
2019
Q2 | $4.87M | Buy |
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|
2019
Q1 | $4.2M | Sell |
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|
2018
Q4 | $3.73M | Buy |
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|
2018
Q3 | $3.69M | Sell |
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|
2018
Q2 | $3.48M | Buy |
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|
2018
Q1 | $3.3M | Buy |
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|
2017
Q4 | $3.13M | Sell |
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|
2017
Q3 | $2.98M | Sell |
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|
2017
Q2 | $2.96M | Sell |
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|
2017
Q1 | $3.06M | Sell |
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|
2016
Q4 | $3.41M | Sell |
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|
2016
Q3 | $3.38M | Sell |
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|
2016
Q2 | $3.48M | Sell |
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|
2016
Q1 | $3.41M | Sell |
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|
2015
Q4 | $3.4M | Sell |
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|
2015
Q3 | $3.34M | Sell |
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|
2015
Q2 | $3.67M | Buy |
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|
2015
Q1 | $3.63M | Buy |
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|
2014
Q4 | $3.59M | Buy |
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|
2014
Q3 | $3.4M | Buy |
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|
2014
Q2 | $3.19M | Buy |
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|
2014
Q1 | $2.38M | Sell |
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|
2013
Q4 | $2.45M | Buy |
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