Nicholas Hoffman & Company’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 | $632K | Sell |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $580K | Hold |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $446K | Hold |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $391K | Hold |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $317K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $302K | Hold |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q2 | $272K | Hold |
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|
2018
Q1 | $263K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q2 | $202K | Buy |
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