Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $17.5M | Sell |
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|
2023
Q4 | $16M | Sell |
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|
2023
Q3 | $14.3M | Sell |
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|
2023
Q2 | $14.9M | Sell |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $16.8M | Sell |
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|
2021
Q2 | $16.9M | Sell |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $14.8M | Sell |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $12.5M | Sell |
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|
2020
Q1 | $10.5M | Sell |
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|
2019
Q4 | $13.4M | Sell |
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|
2019
Q3 | $12.4M | Sell |
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|
2019
Q2 | $12.3M | Sell |
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|
2019
Q1 | $12.1M | Sell |
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|
2018
Q4 | $10.7M | Buy |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.26M | Buy |
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|
2017
Q4 | $2.23M | Sell |
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|
2017
Q3 | $2.17M | Sell |
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|
2017
Q2 | $2.12M | Sell |
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|
2017
Q1 | $2.06M | Sell |
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|
2016
Q4 | $2.06M | Sell |
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|
2016
Q3 | $2.09M | Buy |
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|
2016
Q2 | $2.02M | Sell |
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|
2016
Q1 | $1.99M | Buy |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $1.84M | Buy |
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|
2015
Q2 | $1.99M | Hold |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $1.96M | Buy |
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|
2014
Q3 | $1.88M | Sell |
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|
2014
Q2 | $1.91M | Buy |
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|
2014
Q1 | $1.81M | Sell |
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|
2013
Q4 | $1.86M | Buy |
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