MAI 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
Q3 | $29M | Sell |
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|
2025
Q2 | $27.6M | Buy |
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|
2025
Q1 | $24.3M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $23.8M | Buy |
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|
2024
Q2 | $22.4M | Sell |
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|
2024
Q1 | $21.8M | Buy |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $8.02M | Buy |
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|
2021
Q2 | $7.83M | Buy |
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|
2021
Q1 | $6.2M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $929K | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $968K | Buy |
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|
2016
Q3 | $937K | Buy |
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|
2016
Q2 | $838K | Sell |
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|
2016
Q1 | $840K | Buy |
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|
2015
Q4 | $795K | Buy |
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|
2015
Q3 | $719K | Sell |
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|
2015
Q2 | $878K | Sell |
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|
2015
Q1 | $884K | Buy |
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|
2014
Q4 | $863K | Buy |
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