Murphy Middleton Hinkle & Parker’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 | $502K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $514K | Hold |
|
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $485K | Hold |
|
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $446K | Hold |
|
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|
2021
Q3 | $407K | Hold |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $285K | Hold |
|
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|
2019
Q2 | $282K | Hold |
|
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $290K | Buy |
|