Palisade Asset 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 | $625K | Hold |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $509K | Hold |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $677K | Sell |
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|
2021
Q2 | $698K | Sell |
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|
2021
Q1 | $750K | Hold |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $642K | Hold |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $619K | Sell |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $494K | Sell |
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|
2018
Q3 | $579K | Sell |
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|
2018
Q2 | $574K | Sell |
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|
2018
Q1 | $555K | Sell |
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|
2017
Q4 | $586K | Buy |
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