Paragon Financial Partners’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 | $619K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $603K | Buy |
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