TWM
Tolleson Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Hold |
1,690
| – | – | 0.1% | 60 |
|
|
2025
Q1 | $518K | Hold |
1,690
| – | – | 0.1% | 60 |
|
|
2024
Q4 | $544K | Hold |
1,690
| – | – | 0.11% | 61 |
|
|
2024
Q3 | $531K | Hold |
1,690
| – | – | 0.1% | 57 |
|
|
2024
Q2 | $503K | Hold |
1,690
| – | – | 0.1% | 63 |
|
|
2024
Q1 | $487K | Hold |
1,690
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $443K | Hold |
1,690
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $399K | Hold |
1,690
| – | – | 0.1% | 61 |
|
|
2023
Q2 | $412K | Hold |
1,690
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $381K | Hold |
1,690
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $356K | Hold |
1,690
| – | – | 0.1% | 64 |
|
|
2022
Q3 | $333K | Hold |
1,690
| – | – | 0.1% | 60 |
|
|
2022
Q2 | $351K | Hold |
1,690
| – | – | 0.1% | 60 |
|
|
2022
Q1 | $423K | Hold |
1,690
| – | – | 0.13% | 57 |
|
|
2021
Q4 | $447K | Hold |
1,690
| – | – | 0.12% | 56 |
|
|
2021
Q3 | $408K | Hold |
1,690
| – | – | 0.12% | 52 |
|
|
2021
Q2 | $409K | Hold |
1,690
| – | – | 0.11% | 53 |
|
|
2021
Q1 | $378K | Hold |
1,690
| – | – | 0.11% | 56 |
|
|
2020
Q4 | $358K | Hold |
1,690
| – | – | 0.12% | 53 |
|
|
2020
Q3 | $316K | Hold |
1,690
| – | – | 0.13% | 50 |
|
|
2020
Q2 | $290K | Hold |
1,690
| – | – | 0.13% | 51 |
|
|
2020
Q1 | $239K | Hold |
1,690
| – | – | 0.1% | 51 |
|
|
2019
Q4 | $302K | Hold |
1,690
| – | – | 0.15% | 50 |
|
|
2019
Q3 | $278K | Buy |
+1,690
| New | +$278K | 0.15% | 51 |
|