Seneca 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
Q3 | $5.36M | Buy |
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|
2025
Q2 | $4.98M | Sell |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $5.08M | Sell |
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|
2024
Q2 | $4.96M | Sell |
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|
2024
Q1 | $5.07M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $3.94M | Sell |
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|
2022
Q3 | $3.82M | Sell |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $4.86M | Sell |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $4.86M | Sell |
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|
2021
Q2 | $4.92M | Sell |
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|
2021
Q1 | $4.57M | Sell |
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|
2020
Q4 | $4.48M | Buy |
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