Townsend 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
Q3 | $1.97M | Sell |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.25M | Hold |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $878K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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