Petredis Investment Advisors’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 | $1.35M | Hold |
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|
2025
Q2 | $1.25M | Hold |
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2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $966K | Hold |
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|
2023
Q3 | $865K | Hold |
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|
2023
Q2 | $898K | Hold |
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|
2023
Q1 | $830K | Hold |
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|
2022
Q4 | $776K | Buy |
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