Moneta Group Investment Advisors’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 | $26.3M | Buy |
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|
2025
Q1 | $22.3M | Buy |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $18.1M | Buy |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $9.7M | Buy |
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|
2022
Q4 | $7.89M | Buy |
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|
2022
Q3 | $6.16M | Sell |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $6.69M | Buy |
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|
2021
Q4 | $7M | Buy |
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|
2021
Q3 | $6.34M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.6M | Buy |
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|
2020
Q4 | $4.88M | Buy |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $3.89M | Buy |
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|
2020
Q1 | $2.7M | Buy |
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|
2019
Q4 | $3.28M | Sell |
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|
2019
Q3 | $3.06M | Buy |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $509K | Hold |
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|
2018
Q1 | $492K | Hold |
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|
2017
Q4 | $498K | Sell |
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $427K | Buy |
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|
2017
Q1 | $204K | Sell |
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|
2016
Q4 | $241K | Hold |
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|
2016
Q3 | $233K | Hold |
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|
2016
Q2 | $227K | Buy |
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