Syverson Strege & Co’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 | $1.28M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $982K | Hold |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $992K | Buy |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $985K | Sell |
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|
2020
Q4 | $932K | Buy |
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