Vertex Planning Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $2.31M | Hold |
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|
2025
Q2 | $2.15M | Hold |
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|
2025
Q1 | $1.94M | Hold |
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|
2024
Q4 | $2.04M | Hold |
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|
2024
Q3 | $1.99M | Hold |
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|
2024
Q2 | $1.88M | Hold |
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|
2024
Q1 | $1.82M | Hold |
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|
2023
Q4 | $1.66M | Hold |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.36M | Buy |
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