Summit Place Financial 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 | $249K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $295K | Buy |
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