Plante Moran Financial 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
Q2 | $637K | Buy |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $456K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $742K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $186K | Hold |
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|
2021
Q1 | $172K | Sell |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $416K | Sell |
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|
2019
Q3 | $4.32M | Buy |
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|
2019
Q2 | $4.26M | Sell |
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|
2019
Q1 | $4.2M | Sell |
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|
2018
Q4 | $3.84M | Sell |
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|
2018
Q3 | $5.24M | Sell |
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|
2018
Q2 | $5.4M | Buy |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $3.66M | Buy |
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|
2017
Q3 | $3.39M | Buy |
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|
2017
Q2 | $2.26M | Sell |
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|
2017
Q1 | $2.24M | Sell |
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|
2016
Q4 | $2.45M | Buy |
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|
2016
Q3 | $1.79M | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $43K | Buy |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $13K | Buy |
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