Stratos Wealth 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
Q2 | $2.56M | Buy |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $811K | Sell |
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|
2022
Q2 | $944K | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Buy |
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