PFG Private 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
Q2 | – | Sell |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $140K | Hold |
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|
2024
Q3 | $136K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $114K | Hold |
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|
2023
Q3 | $102K | Sell |
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|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $134K | Buy |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $105K | Buy |
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