Spire Wealth Management’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 | $7.6M | Sell |
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|
2025
Q2 | $7.11M | Sell |
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|
2025
Q1 | $8.99M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $9.48M | Sell |
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|
2024
Q2 | $9.12M | Sell |
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|
2024
Q1 | $9.31M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $6.94M | Sell |
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|
2023
Q2 | $7.22M | Sell |
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|
2023
Q1 | $7.18M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $5.04M | Buy |
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|
2021
Q3 | $4.16M | Sell |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.81M | Buy |
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