Tocqueville Asset Management’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 | $3.43M | Sell |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.97M | Hold |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $4.33M | Hold |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.74M | Sell |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $4.57M | Buy |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $3.89M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $55K | Buy |
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