Truepoint Inc’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 | $1.99M | Hold |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $980K | Hold |
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|
2022
Q4 | $916K | Hold |
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|
2022
Q3 | $858K | Hold |
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|
2022
Q2 | $904K | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $914K | Buy |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $573K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $523K | Sell |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $447K | Hold |
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|
2018
Q3 | $521K | Sell |
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|
2018
Q2 | $492K | Buy |
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|
2018
Q1 | $3.39K | Sell |
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|
2017
Q4 | $453K | Hold |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $419K | Buy |
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