Sowell Financial Services’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 | $371K | Sell |
|
|||||
|
2025
Q2 | $662K | Hold |
|
|||||
|
2025
Q1 | $598K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $285K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $223K | Buy |
|
|||||
|
2020
Q4 | $162K | Sell |
|
|||||
|
2020
Q3 | $190K | Buy |
|
|||||
|
2020
Q2 | $125K | Buy |
|
|||||
|
2020
Q1 | $93K | Sell |
|
|||||
|
2019
Q4 | $138K | Hold |
|
|||||
|
2019
Q3 | $127K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $1.38M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $8K | Buy |
|