Spectrum Asset Management (California)’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 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $705K | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $616K | Buy |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $550K | Buy |
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