Soltis Investment 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
Q2 | $586K | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $202K | Buy |
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