Stegner Investment Associates’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 | $8.48M | Sell |
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|
2025
Q1 | $8.13M | Buy |
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|
2024
Q4 | $8.54M | Sell |
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|
2024
Q3 | $8.38M | Sell |
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|
2024
Q2 | $7.94M | Sell |
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|
2024
Q1 | $7.79M | Buy |
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|
2023
Q4 | $7.09M | Buy |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $6.4M | Sell |
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|
2023
Q1 | $6M | Sell |
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|
2022
Q4 | $5.63M | Buy |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.52M | Sell |
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|
2022
Q1 | $7.02M | Sell |
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|
2021
Q4 | $7.59M | Buy |
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|
2021
Q3 | $6.68M | Buy |
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|
2021
Q2 | $6.61M | Sell |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $5.95M | Sell |
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|
2020
Q3 | $13.3M | Buy |
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