Meritage Portfolio 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
Q3 | $1.03M | Hold |
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|
2025
Q2 | $959K | Hold |
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|
2025
Q1 | $866K | Hold |
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|
2024
Q4 | $910K | Hold |
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|
2024
Q3 | $888K | Hold |
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|
2024
Q2 | $840K | Hold |
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|
2024
Q1 | $813K | Hold |
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|
2023
Q4 | $741K | Hold |
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|
2023
Q3 | $663K | Hold |
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|
2023
Q2 | $688K | Hold |
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|
2023
Q1 | $636K | Hold |
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|
2022
Q4 | $595K | Hold |
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|
2022
Q3 | $557K | Hold |
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|
2022
Q2 | $587K | Hold |
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|
2022
Q1 | $706K | Hold |
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|
2021
Q4 | $747K | Hold |
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|
2021
Q3 | $683K | Hold |
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|
2021
Q2 | $684K | Hold |
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|
2021
Q1 | $632K | Hold |
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|
2020
Q4 | $598K | Hold |
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|
2020
Q3 | $529K | Hold |
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|
2020
Q2 | $485K | Buy |
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