Summit Wealth & Retirement Planning’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 | $543K | Hold |
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|
2025
Q1 | $490K | Hold |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $461K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $814K | Hold |
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|
2019
Q1 | $787K | Hold |
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|
2018
Q4 | $693K | Buy |
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