Madison Wealth Partners’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 | $359K | Buy |
|
|||||
|
2025
Q1 | $324K | Buy |
|
|||||
|
2024
Q4 | $336K | Buy |
|
|||||
|
2024
Q3 | $327K | Hold |
|
|||||
|
2024
Q2 | $310K | Hold |
|
|||||
|
2024
Q1 | $300K | Buy |
|
|||||
|
2023
Q4 | $242K | Hold |
|
|||||
|
2023
Q3 | $217K | Sell |
|
|||||
|
2023
Q2 | $226K | Hold |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $213K | Buy |
|