River Wealth 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 | $2.04M | Hold |
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2025
Q1 | $1.85M | Hold |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.88M | Hold |
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|
2024
Q2 | $1.78M | Hold |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.6M | Hold |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.46M | Hold |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.53M | Hold |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.31M | Hold |
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|
2020
Q3 | $1.16M | Hold |
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|
2020
Q2 | $1.06M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $28K | Buy |
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