Silver Oak Advisory Group’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 | $360K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $290K | Buy |
|