Mutual 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 | $2.79M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $295K | Buy |
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