Meritage Portfolio Management’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 | $959K | Hold |
2,824
| – | – | 0.06% | 196 |
|
|
2025
Q1 | $866K | Hold |
2,824
| – | – | 0.06% | 199 |
|
|
2024
Q4 | $910K | Hold |
2,824
| – | – | 0.06% | 205 |
|
|
2024
Q3 | $888K | Hold |
2,824
| – | – | 0.05% | 210 |
|
|
2024
Q2 | $840K | Hold |
2,824
| – | – | 0.05% | 207 |
|
|
2024
Q1 | $813K | Hold |
2,824
| – | – | 0.05% | 210 |
|
|
2023
Q4 | $741K | Hold |
2,824
| – | – | 0.05% | 214 |
|
|
2023
Q3 | $663K | Hold |
2,824
| – | – | 0.05% | 219 |
|
|
2023
Q2 | $688K | Hold |
2,824
| – | – | 0.05% | 216 |
|
|
2023
Q1 | $636K | Hold |
2,824
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $595K | Hold |
2,824
| – | – | 0.05% | 205 |
|
|
2022
Q3 | $557K | Hold |
2,824
| – | – | 0.05% | 208 |
|
|
2022
Q2 | $587K | Hold |
2,824
| – | – | 0.05% | 206 |
|
|
2022
Q1 | $706K | Hold |
2,824
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $747K | Hold |
2,824
| – | – | 0.04% | 202 |
|
|
2021
Q3 | $683K | Hold |
2,824
| – | – | 0.04% | 206 |
|
|
2021
Q2 | $684K | Hold |
2,824
| – | – | 0.04% | 212 |
|
|
2021
Q1 | $632K | Hold |
2,824
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $598K | Hold |
2,824
| – | – | 0.04% | 199 |
|
|
2020
Q3 | $529K | Hold |
2,824
| – | – | 0.05% | 186 |
|
|
2020
Q2 | $485K | Buy |
+2,824
| New | +$485K | 0.05% | 176 |
|