TRUE Private Wealth 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 | $610K | Sell |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $699K | Hold |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $859K | Sell |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $965K | Hold |
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|
2023
Q3 | $864K | Hold |
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|
2023
Q2 | $897K | Hold |
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|
2023
Q1 | $829K | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.23M | Hold |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $2.65M | Hold |
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|
2020
Q3 | $2.34M | Buy |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $1.98M | Sell |
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|
2019
Q4 | $2.74M | Sell |
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|
2019
Q3 | $2.55M | Hold |
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|
2019
Q2 | $2.52M | Buy |
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|
2019
Q1 | $1.98M | Sell |
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|
2018
Q4 | $2.04M | Buy |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $2.02M | Sell |
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|
2018
Q1 | $2.06M | Buy |
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|
2017
Q4 | $2.05M | Buy |
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|
2017
Q3 | $1.9M | Sell |
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|
2017
Q2 | $1.85M | Sell |
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|
2017
Q1 | $1.8M | Sell |
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|
2016
Q4 | $1.77M | Buy |
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|
2016
Q3 | $1.64M | Buy |
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|
2016
Q2 | $1.49M | Buy |
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|
2016
Q1 | $925K | Buy |
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|
2015
Q4 | $856K | Buy |
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