Summit Trail 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 | $5.36M | Buy |
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|
2025
Q2 | $4.97M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.22M | Buy |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $4.28M | Sell |
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|
2023
Q2 | $4.45M | Sell |
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|
2023
Q1 | $7.11M | Sell |
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|
2022
Q4 | $6.95M | Sell |
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|
2022
Q3 | $9.38M | Sell |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $8.8M | Hold |
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|
2021
Q4 | $9.31M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.89M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $58K | Buy |
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