Sound View Wealth Advisors 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 | $4.91M | Buy |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $787K | Buy |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $537K | Sell |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $521K | Buy |
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|
2019
Q4 | $651K | Sell |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $699K | Buy |
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