STALEY CAPITAL ADVISERS’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 | $713K | Hold |
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|
2025
Q1 | $644K | Hold |
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|
2024
Q4 | $677K | Hold |
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|
2024
Q3 | $660K | Hold |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $669K | Hold |
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|
2023
Q1 | $618K | Hold |
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|
2022
Q4 | $578K | Hold |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $726K | Hold |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $664K | Hold |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $581K | Hold |
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|
2020
Q3 | $514K | Hold |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $388K | Hold |
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|
2019
Q4 | $490K | Hold |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $432K | Hold |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $444K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $403K | Hold |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $384K | Hold |
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|
2017
Q2 | $371K | Hold |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $986K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $459K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.16M | Hold |
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|
2013
Q4 | $1.14M | Buy |
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