Mission Wealth 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 | $23.8M | Sell |
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|
2025
Q2 | $22.2M | Sell |
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|
2025
Q1 | $20M | Sell |
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|
2024
Q4 | $21.3M | Buy |
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|
2024
Q3 | $4.83M | Buy |
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|
2024
Q2 | $4.24M | Buy |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $3.38M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $994K | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | $661K | Buy |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $501K | Buy |
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|
2018
Q1 | $459K | Buy |
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|
2017
Q4 | $428K | Buy |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $217K | Buy |
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