O'Brien Wealth Partners’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 | $509K | Hold |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $396K | Hold |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $440K | Hold |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $455K | Hold |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $326K | Hold |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $590K | Hold |
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|
2019
Q1 | $559K | Hold |
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|
2018
Q4 | $516K | Buy |
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|
2018
Q3 | $168K | Hold |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $152K | Buy |
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