Topel & Distasi 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 | $5.37M | Buy |
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|
2025
Q1 | $4.84M | Sell |
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|
2024
Q4 | $5.65M | Sell |
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|
2024
Q3 | $5.83M | Sell |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $5.27M | Sell |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.74M | Sell |
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|
2023
Q1 | $4.4M | Buy |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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