Sage Private Wealth 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
Q3 | $835K | Buy |
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|
2025
Q2 | $669K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $635K | Sell |
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|
2024
Q1 | $1.4M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $14.9M | Sell |
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|
2022
Q2 | $16.1M | Sell |
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|
2022
Q1 | $20.1M | Sell |
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|
2021
Q4 | $21.9M | Sell |
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|
2021
Q3 | $20.5M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $16.6M | Buy |
|