Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $214K | Sell |
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|
2025
Q4 | $233K | Hold |
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|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $212K | Hold |
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|
2025
Q1 | $192K | Sell |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $558K | Sell |
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|
2020
Q3 | $539K | Sell |
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|
2020
Q2 | $544K | Sell |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $674K | Sell |
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|
2019
Q1 | $789K | Sell |
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|
2018
Q4 | $728K | Buy |
|