McCarthy Asset 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 | $1.33M | Hold |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $933K | Sell |
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|
2022
Q3 | $877K | Buy |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $987K | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $955K | Hold |
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $1.08M | Buy |
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