Moss Adams Wealth 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
Q3 | $625K | Hold |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $224K | Buy |
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