Perigon 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 | $20.9M | Sell |
|
|||||
|
2025
Q2 | $20.4M | Buy |
|
|||||
|
2025
Q1 | $17M | Buy |
|
|||||
|
2024
Q4 | $16.6M | Sell |
|
|||||
|
2024
Q3 | $17.3M | Sell |
|
|||||
|
2024
Q2 | $16.4M | Buy |
|
|||||
|
2024
Q1 | $15.7M | Sell |
|
|||||
|
2023
Q4 | $14.3M | Buy |
|
|||||
|
2023
Q3 | $12.3M | Buy |
|
|||||
|
2023
Q2 | $12.7M | Buy |
|
|||||
|
2023
Q1 | $5.86M | Buy |
|
|||||
|
2022
Q4 | $5.39M | Buy |
|
|||||
|
2022
Q3 | $940K | Sell |
|
|||||
|
2022
Q2 | $994K | Sell |
|
|||||
|
2022
Q1 | $1.33M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Sell |
|
|||||
|
2021
Q3 | $1.28M | Hold |
|
|||||
|
2021
Q2 | $1.28M | Sell |
|
|||||
|
2021
Q1 | $1.84M | Sell |
|
|||||
|
2020
Q4 | $1.76M | Buy |
|
|||||
|
2020
Q3 | $1.4M | Sell |
|
|||||
|
2020
Q2 | $1.38M | Buy |
|
|||||
|
2020
Q1 | $1.2M | Buy |
|
|||||
|
2019
Q4 | $1.33M | Buy |
|
|||||
|
2019
Q3 | $1.22M | Sell |
|
|||||
|
2019
Q2 | $1.26M | Sell |
|
|||||
|
2019
Q1 | $1.39M | Hold |
|
|||||
|
2018
Q4 | $1.27M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $29K | Hold |
|
|||||
|
2017
Q4 | $30K | Hold |
|
|||||
|
2017
Q3 | $28K | Hold |
|
|||||
|
2017
Q2 | $27K | Hold |
|
|||||
|
2017
Q1 | $26K | Hold |
|
|||||
|
2016
Q4 | $27K | Hold |
|
|||||
|
2016
Q3 | $24K | Sell |
|
|||||
|
2016
Q2 | $35K | Buy |
|