Mather Group’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 | $7.24M | Sell |
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|
2025
Q2 | $6.92M | Sell |
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|
2025
Q1 | $6.32M | Sell |
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|
2024
Q4 | $6.65M | Sell |
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|
2024
Q3 | $6.49M | Sell |
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|
2024
Q2 | $6.21M | Buy |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $4.94M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $974K | Buy |
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|
2020
Q3 | $644K | Buy |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $865K | Buy |
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|
2019
Q4 | $245K | Buy |
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