Private Trust Company’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
Q3 | $201K | Sell |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $173K | Hold |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $175K | Hold |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $158K | Buy |
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