PBMares Wealth 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 | $399K | Hold |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $274K | Buy |
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