Mechanics Bank - Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Hold |
1,900
| – | – | 0.09% | 140 |
|
|
2025
Q1 | $583K | Hold |
1,900
| – | – | 0.08% | 152 |
|
|
2024
Q4 | $612K | Hold |
1,900
| – | – | 0.08% | 147 |
|
|
2024
Q3 | $597K | Buy |
+1,900
| New | +$597K | 0.08% | 148 |
|
|
2019
Q4 | – | Sell |
-179
| Closed | -$29K | – | 198 |
|
|
2019
Q3 | $29K | Buy |
+179
| New | +$29K | 0.01% | 205 |
|