True North 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
Q3 | $1.08M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $224K | Sell |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $226K | Hold |
|
|||||
|
2023
Q4 | $206K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $219K | Hold |
|
|||||
|
2021
Q4 | $231K | Hold |
|
|||||
|
2021
Q3 | $211K | Hold |
|
|||||
|
2021
Q2 | $212K | Sell |
|
|||||
|
2021
Q1 | $212K | Hold |
|
|||||
|
2020
Q4 | $200K | Buy |
|