Pacific Financial Group’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 | $1.37M | Hold |
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|
2025
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.2M | Hold |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $950K | Hold |
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|
2023
Q2 | $985K | Hold |
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|
2023
Q1 | $911K | Hold |
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|
2022
Q4 | $851K | Hold |
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|
2022
Q3 | $798K | Hold |
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|
2022
Q2 | $840K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $977K | Hold |
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|
2021
Q2 | $979K | Hold |
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|
2021
Q1 | $905K | Hold |
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|
2020
Q4 | $856K | Hold |
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|
2020
Q3 | $757K | Hold |
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|
2020
Q2 | $572K | Hold |
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|
2020
Q1 | $572K | Hold |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $41.3M | Sell |
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|
2019
Q2 | $46.4M | Hold |
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|
2019
Q1 | $46.4M | Buy |
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|
2018
Q4 | $32.1M | Buy |
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|
2016
Q2 | $750K | Buy |
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|
2015
Q4 | $727K | Hold |
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|
2015
Q3 | $687K | Hold |
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|
2015
Q2 | $744K | Hold |
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|
2015
Q1 | $743K | Hold |
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|
2014
Q4 | $735K | Hold |
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|
2014
Q3 | $705K | Hold |
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|
2014
Q2 | $706K | Hold |
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|
2014
Q1 | $672K | Hold |
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|
2013
Q4 | $662K | Hold |
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|
2013
Q3 | $603K | Hold |
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|
2013
Q2 | $576K | Buy |
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