Single Point Partners’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
$19.8M Buy
2025
Q1
$16.2M Sell
2024
Q4
$17.4M Buy
2024
Q2
Sell
2024
Q1
$38.5M Sell
2023
Q4
$35.1M Sell
2023
Q3
$31.9M Buy
2023
Q2
Sell
2023
Q1
$32.5M Sell
2022
Q4
$32.5M Buy
2022
Q3
$27.8M Buy
2022
Q2
$4.93M Buy
2022
Q1
$5.84M Buy
2021
Q4
$6.09M Buy
2021
Q3
Sell
2021
Q2
$5.6M Sell
2021
Q1
$5.24M Sell
2020
Q4
$5.63M Buy
2020
Q3
$4.33M Sell
2020
Q2
$3.98M Buy
2020
Q1
$2.96M Buy
2019
Q4
$358K Buy