Orgel Wealth Management’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
Q3 | $1.06M | Hold |
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|
2025
Q2 | $987K | Hold |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $642K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $430K | Buy |
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