MPS Loria Financial Planners’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 | $122M | Buy |
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|
2025
Q2 | $113M | Sell |
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|
2025
Q1 | $105M | Sell |
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|
2024
Q4 | $122M | Sell |
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|
2024
Q3 | $121M | Buy |
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|
2024
Q2 | $113M | Sell |
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|
2024
Q1 | $111M | Buy |
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|
2023
Q4 | $95.6M | Sell |
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|
2023
Q3 | $85.9M | Buy |
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|
2023
Q2 | $87.7M | Sell |
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|
2023
Q1 | $82.2M | Sell |
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|
2022
Q4 | $78.2M | Buy |
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|
2022
Q3 | $66.9M | Sell |
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|
2022
Q2 | $75.4M | Buy |
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|
2022
Q1 | $88.9M | Buy |
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|
2021
Q4 | $93.8M | Sell |
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|
2021
Q3 | $85.9M | Buy |
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|
2021
Q2 | $83.9M | Buy |
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|
2021
Q1 | $75.5M | Buy |
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|
2020
Q4 | $68.6M | Sell |
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|
2020
Q3 | $62.4M | Sell |
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|
2020
Q2 | $57.5M | Buy |
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|
2020
Q1 | $46.3M | Sell |
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|
2019
Q4 | $58.7M | Sell |
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|
2019
Q3 | $54.2M | Sell |
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|
2019
Q2 | $54.1M | Buy |
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|
2019
Q1 | $51.1M | Sell |
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|
2018
Q4 | $45.1M | Buy |
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|
2018
Q3 | $50.7M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $44.2M | Buy |
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|
2017
Q4 | $44.7M | Sell |
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|
2017
Q3 | $42.3M | Buy |
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|
2017
Q2 | $41.2M | Buy |
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