True Link Financial Advisors’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 | $236K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $753K | Hold |
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|
2023
Q4 | $686K | Sell |
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|
2023
Q3 | $810K | Hold |
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|
2023
Q2 | $840K | Hold |
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|
2023
Q1 | $776K | Hold |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $729K | Sell |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $974K | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $2.39M | Hold |
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|
2020
Q4 | $2.27M | Buy |
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