Segment Wealth Management’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 | $1.01M | Hold |
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|
2025
Q2 | $934K | Hold |
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|
2025
Q1 | $844K | Sell |
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|
2024
Q4 | $889K | Hold |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $852K | Sell |
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|
2024
Q1 | $841K | Hold |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $594K | Hold |
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|
2023
Q1 | $549K | Hold |
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|
2022
Q4 | $513K | Hold |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $609K | Hold |
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|
2021
Q4 | $644K | Hold |
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|
2021
Q3 | $589K | Hold |
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|
2021
Q2 | $590K | Hold |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $418K | Hold |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $435K | Hold |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $397K | Hold |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $338K | Hold |
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|
2018
Q3 | $394K | Hold |
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|
2018
Q2 | $370K | Hold |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $362K | Hold |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $330K | Hold |
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|
2017
Q1 | $320K | Hold |
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|
2016
Q4 | $303K | Hold |
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|
2016
Q3 | $293K | Hold |
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|
2016
Q2 | $285K | Hold |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $276K | Hold |
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|
2015
Q3 | $261K | Hold |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $282K | Hold |
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|
2014
Q4 | $279K | Hold |
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|
2014
Q3 | $268K | Hold |
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|
2014
Q2 | $268K | Hold |
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|
2014
Q1 | $255K | Hold |
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|
2013
Q4 | $251K | Hold |
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|
2013
Q3 | $229K | Hold |
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|
2013
Q2 | $219K | Buy |
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