Valley Forge Investment Consultants’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 | $330K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $277K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $201K | Buy |
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