Pinnacle Wealth Planning Services’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 | $527K | Sell |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $752K | Hold |
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|
2024
Q3 | $733K | Hold |
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $672K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $569K | Hold |
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|
2023
Q1 | $525K | Sell |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $679K | Hold |
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|
2021
Q3 | $621K | Hold |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $648K | Sell |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $652K | Sell |
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|
2020
Q1 | $4.18M | Buy |
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|
2019
Q4 | $903K | Sell |
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|
2019
Q3 | $865K | Sell |
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|
2019
Q2 | $861K | Sell |
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|
2019
Q1 | $906K | Sell |
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|
2018
Q4 | $888K | Buy |
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|
2018
Q3 | $473K | Sell |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $486K | Sell |
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|
2017
Q4 | $664K | Buy |
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