Tolleson Wealth 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 | $574K | Hold |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $531K | Hold |
|
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $423K | Hold |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $409K | Hold |
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|
2021
Q1 | $378K | Hold |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $278K | Buy |
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