Notis-McConarty Edward’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 | $628K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $729K | Sell |
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|
2024
Q1 | $763K | Sell |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $893K | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.18M | Hold |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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