Pennsylvania Capital 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
Q2 | $482K | Hold |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $2.94M | Hold |
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|
2023
Q3 | $2.64M | Hold |
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|
2023
Q2 | $2.74M | Hold |
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|
2023
Q1 | $2.53M | Hold |
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|
2022
Q4 | $2.45M | Hold |
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|
2022
Q3 | $2.21M | Hold |
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|
2022
Q2 | $2.33M | Hold |
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|
2022
Q1 | $2.81M | Hold |
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|
2021
Q4 | $2.97M | Hold |
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|
2021
Q3 | $2.87M | Hold |
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|
2021
Q2 | $2.76M | Hold |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $371K | Buy |
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