Saxon Interests’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 | $366K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $297K | Buy |
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