Palo Alto 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 | $4.76M | Buy |
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|
2025
Q1 | $4.52M | Sell |
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|
2024
Q4 | $4.59M | Sell |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.31M | Sell |
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $3.77M | Buy |
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