Strategic Advisors’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 | $887K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $892K | Buy |
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|
2019
Q4 | $974K | Buy |
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|
2019
Q3 | $776K | Buy |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $460K | Buy |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $521K | Buy |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $471K | Buy |
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|
2017
Q4 | $474K | Buy |
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|
2017
Q3 | $443K | Sell |
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|
2017
Q2 | $508K | Hold |
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|
2017
Q1 | $493K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $385K | Sell |
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|
2014
Q4 | $424K | Buy |
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|
2014
Q3 | $386K | Buy |
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|
2014
Q2 | $385K | Buy |
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|
2014
Q1 | $365K | Hold |
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|
2013
Q4 | $359K | Buy |
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|
2013
Q3 | $320K | Sell |
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|
2013
Q2 | $320K | Buy |
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