Paces Ferry Wealth Advisors’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 | $787K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $765K | Sell |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $922K | Sell |
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|
2024
Q1 | $895K | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $978K | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.96M | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.74M | Hold |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.48M | Buy |
|