Northeast Financial Consultants’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 | $4.01M | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $540K | Sell |
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|
2020
Q4 | $530K | Hold |
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|
2020
Q3 | $468K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $204K | Buy |
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