Transatlantique Private Wealth’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 | $811K | Hold |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $821K | Hold |
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|
2024
Q3 | $801K | Hold |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $734K | Hold |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $621K | Hold |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $384K | Buy |
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