SC&H Financial 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
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $848K | Sell |
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|
2022
Q2 | $976K | Buy |
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|
2022
Q1 | $702K | Buy |
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|
2021
Q4 | $740K | Buy |
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