RFG Advisory’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 | $442K | Sell |
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|
2025
Q1 | $782K | Sell |
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|
2024
Q4 | $867K | Sell |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $766K | Sell |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $790K | Buy |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $785K | Sell |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $742K | Buy |
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|
2020
Q4 | $706K | Sell |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $568K | Sell |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $625K | Buy |
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|
2019
Q3 | $529K | Sell |
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|
2019
Q2 | $639K | Sell |
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|
2019
Q1 | $620K | Sell |
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|
2018
Q4 | $631K | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $718K | Buy |
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|
2018
Q1 | $458K | Sell |
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|
2017
Q4 | $5.49M | Buy |
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|
2017
Q3 | $4.01M | Buy |
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|
2017
Q2 | $3.17M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $998K | Buy |
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