Moisand Fitzgerald Tamayo’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 | $4.47M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.55M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.76M | Sell |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $3.51M | Buy |
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|
2022
Q1 | $3.62M | Sell |
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|
2021
Q4 | $4.53M | Sell |
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|
2021
Q3 | $4.18M | Sell |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.87M | Sell |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $3.1M | Sell |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $3.29M | Sell |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $3.08M | Sell |
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|
2018
Q4 | $2.73M | Sell |
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|
2018
Q3 | $3.22M | Sell |
|
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|
2018
Q2 | $3.04M | Sell |
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|
2018
Q1 | $2.98M | Sell |
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|
2017
Q4 | $3.17M | Sell |
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|
2017
Q3 | $3.07M | Sell |
|
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|
2017
Q2 | $3.01M | Sell |
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|
2017
Q1 | $3M | Sell |
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|
2016
Q4 | $2.93M | Sell |
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|
2016
Q3 | $2.87M | Sell |
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|
2016
Q2 | $2.8M | Sell |
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|
2016
Q1 | $2.83M | Sell |
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|
2015
Q4 | $2.88M | Buy |
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