Sage Financial Group’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 | $2.48M | Sell |
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|
2025
Q1 | $2.26M | Hold |
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|
2024
Q4 | $2.37M | Hold |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $640K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $622K | Buy |
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