Sharkey, Howes & Javer’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 | $1.88M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.65M | Hold |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.72M | Hold |
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|
2024
Q1 | $1.67M | Hold |
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|
2023
Q4 | $1.52M | Hold |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.16M | Hold |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.81M | Hold |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.75M | Hold |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.25M | Hold |
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|
2019
Q4 | $1.57M | Hold |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.4M | Hold |
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|
2019
Q1 | $1.36M | Hold |
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|
2018
Q4 | $1.2M | Hold |
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|
2018
Q3 | $1.4M | Hold |
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|
2018
Q2 | $1.31M | Hold |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.37M | Hold |
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|
2017
Q3 | $1.31M | Hold |
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|
2017
Q2 | $1.25M | Sell |
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|
2017
Q1 | $1.25M | Hold |
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|
2016
Q4 | $1.18M | Hold |
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|
2016
Q3 | $1.15M | Hold |
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|
2016
Q2 | $1.11M | Sell |
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|
2016
Q1 | $1.2M | Sell |
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|
2015
Q4 | $1.39M | Buy |
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|
2015
Q3 | $961K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.04M | Buy |
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