Sage Mountain 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
Q3 | $6.51M | Sell |
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|
2025
Q2 | $6.05M | Sell |
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|
2025
Q1 | $5.53M | Sell |
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|
2024
Q4 | $6.1M | Hold |
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|
2024
Q3 | $5.96M | Hold |
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|
2024
Q2 | $5.64M | Buy |
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|
2024
Q1 | $5.14M | Hold |
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|
2023
Q4 | $4.68M | Hold |
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.52M | Hold |
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|
2023
Q1 | $4.18M | Sell |
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|
2022
Q4 | $4.08M | Sell |
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|
2022
Q3 | $3.84M | Hold |
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|
2022
Q2 | $4.04M | Hold |
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|
2022
Q1 | $4.87M | Hold |
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|
2021
Q4 | $5.15M | Hold |
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|
2021
Q3 | $4.71M | Hold |
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|
2021
Q2 | $4.71M | Hold |
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|
2021
Q1 | $4.36M | Hold |
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|
2020
Q4 | $4.13M | Buy |
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