Morris Financial Concepts’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 | $1.61M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $591K | Sell |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $585K | Hold |
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|
2023
Q4 | $533K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $512K | Hold |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $400K | Buy |
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