O'Donnell Financial Services’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 | $345K | Buy |
|
|||||
|
2025
Q1 | $280K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $287K | Hold |
|
|||||
|
2024
Q2 | $272K | Hold |
|
|||||
|
2024
Q1 | $263K | Hold |
|
|||||
|
2023
Q4 | $240K | Hold |
|
|||||
|
2023
Q3 | $215K | Hold |
|
|||||
|
2023
Q2 | $223K | Hold |
|
|||||
|
2023
Q1 | $206K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Buy |
|
|||||
|
2022
Q1 | $229K | Hold |
|
|||||
|
2021
Q4 | $223K | Hold |
|
|||||
|
2021
Q3 | $221K | Buy |
|