Valeo 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
Q3 | $4.56M | Sell |
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|
2025
Q2 | $4.67M | Buy |
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|
2025
Q1 | $3.1M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.58M | Sell |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $5.53M | Buy |
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|
2023
Q3 | $4.79M | Sell |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $5.19M | Buy |
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|
2022
Q4 | $4.62M | Buy |
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|
2022
Q3 | $4.16M | Buy |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $5.9M | Buy |
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|
2021
Q4 | $5.71M | Sell |
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|
2021
Q3 | $5.23M | Sell |
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|
2021
Q2 | $5.37M | Sell |
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|
2021
Q1 | $5.01M | Sell |
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|
2020
Q4 | $4.82M | Buy |
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|
2020
Q3 | $4.26M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $3.57M | Sell |
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|
2019
Q4 | $4.34M | Sell |
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|
2019
Q3 | $4.06M | Sell |
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|
2019
Q2 | $4.1M | Sell |
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|
2019
Q1 | $4.18M | Sell |
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|
2018
Q4 | $4.05M | Buy |
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|
2018
Q3 | $4.38M | Sell |
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|
2018
Q2 | $4.66M | Buy |
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|
2018
Q1 | $3.86M | Buy |
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|
2017
Q4 | $3.83M | Buy |
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|
2017
Q3 | $3.42M | Buy |
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