Marks Group Wealth 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 | $580K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $684K | Hold |
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|
2021
Q4 | $724K | Hold |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $662K | Hold |
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|
2021
Q1 | $613K | Hold |
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|
2020
Q4 | $580K | Hold |
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|
2020
Q3 | $512K | Hold |
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|
2020
Q2 | $470K | Buy |
|