Sunbelt Securities’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 | $488K | Sell |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $531K | Hold |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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