Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.06M | Hold |
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|
2022
Q4 | $989K | Hold |
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|
2022
Q3 | $927K | Hold |
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|
2022
Q2 | $976K | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $554K | Sell |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $345K | Hold |
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|
2020
Q2 | $317K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $124K | Hold |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $114K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $107K | Hold |
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|
2016
Q4 | $101K | Hold |
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|
2016
Q3 | $98K | Buy |
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