Pinnacle Associates’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 | $627K | Hold |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $237K | Buy |
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