Rosenblum Silverman Sutton’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
$2.54M Sell
2025
Q1
$2.31M Buy
2024
Q4
$2.32M Sell
2024
Q3
$2.27M Buy
2024
Q2
$2.11M Hold
2024
Q1
$2.04M Buy
2023
Q4
$1.86M Buy
2023
Q3
$1.66M Hold
2023
Q2
$1.72M Sell
2023
Q1
$1.6M Sell
2022
Q4
$1.57M Sell
2022
Q3
$1.51M Sell
2022
Q2
$2.09M Buy
2022
Q1
$2.5M Buy
2021
Q4
$2.33M Buy
2021
Q3
$1.88M Buy
2021
Q2
$1.73M Buy
2021
Q1
$1.32M Buy
2020
Q4
$913K Buy
2020
Q3
$750K Sell
2020
Q2
$855K Sell
2020
Q1
$826K Buy