United Asset Strategies’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 | $728K | Sell |
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|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $720K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $641K | Sell |
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|
2022
Q1 | $831K | Sell |
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|
2021
Q4 | $923K | Sell |
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|
2021
Q3 | $910K | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $983K | Sell |
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|
2020
Q2 | $984K | Sell |
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|
2020
Q1 | $838K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $968K | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $952K | Sell |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $992K | Sell |
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|
2017
Q3 | $2.16M | Buy |
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|
2017
Q2 | $1.78M | Sell |
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|
2017
Q1 | $1.77M | Buy |
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|
2016
Q4 | $1.68M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $921K | Buy |
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|
2015
Q4 | $618K | Buy |
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|
2015
Q3 | $575K | Buy |
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|
2015
Q2 | $539K | Buy |
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|
2015
Q1 | $473K | Buy |
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|
2014
Q4 | $356K | Buy |
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|
2014
Q3 | $259K | Buy |
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