Steward Partners Investment Advisory’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 | $2.44M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $880K | Buy |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $669K | Sell |
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|
2023
Q1 | $661K | Hold |
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|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $178K | Sell |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $156K | Hold |
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|
2020
Q3 | $138K | Buy |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $53K | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | $45K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Buy |
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