Patriot Financial Group Insurance Agency’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 | $686K | Buy |
|
|||||
|
2025
Q2 | $628K | Buy |
|
|||||
|
2025
Q1 | $514K | Buy |
|
|||||
|
2024
Q4 | $348K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $17K | Buy |
|
|||||
|
2022
Q1 | $9K | Hold |
|
|||||
|
2021
Q4 | $10K | Hold |
|
|||||
|
2021
Q3 | $9K | Hold |
|
|||||
|
2021
Q2 | $9K | Sell |
|
|||||
|
2021
Q1 | $33K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $5K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $5K | Sell |
|
|||||
|
2018
Q2 | $5K | Sell |
|
|||||
|
2018
Q1 | $106K | Buy |
|
|||||
|
2017
Q4 | $102K | Sell |
|
|||||
|
2017
Q3 | $184K | Buy |
|
|||||
|
2017
Q2 | $139K | Buy |
|
|||||
|
2017
Q1 | $71K | Sell |
|
|||||
|
2016
Q4 | $80K | Buy |
|