Vision Capital Management’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 | $1.84M | Sell |
|
|||||
|
2025
Q1 | $1.71M | Hold |
|
|||||
|
2024
Q4 | $1.79M | Sell |
|
|||||
|
2024
Q3 | $1.75M | Hold |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $1.61M | Sell |
|
|||||
|
2023
Q4 | $1.47M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.24M | Hold |
|
|||||
|
2023
Q1 | $1.14M | Hold |
|
|||||
|
2022
Q4 | $1.07M | Hold |
|
|||||
|
2022
Q3 | $1M | Hold |
|
|||||
|
2022
Q2 | $1.05M | Hold |
|
|||||
|
2022
Q1 | $1.27M | Hold |
|
|||||
|
2021
Q4 | $1.34M | Hold |
|
|||||
|
2021
Q3 | $1.23M | Hold |
|
|||||
|
2021
Q2 | $1.23M | Sell |
|
|||||
|
2021
Q1 | $1.15M | Hold |
|
|||||
|
2020
Q4 | $1.09M | Sell |
|
|||||
|
2020
Q3 | $973K | Hold |
|
|||||
|
2020
Q2 | $893K | Buy |
|
|||||
|
2020
Q1 | $550K | Hold |
|
|||||
|
2019
Q4 | $693K | Sell |
|
|||||
|
2019
Q3 | $649K | Hold |
|
|||||
|
2019
Q2 | $642K | Hold |
|
|||||
|
2019
Q1 | $620K | Buy |
|
|||||
|
2018
Q4 | $503K | Hold |
|
|||||
|
2018
Q3 | $586K | Hold |
|
|||||
|
2018
Q2 | $551K | Hold |
|
|||||
|
2018
Q1 | $532K | Hold |
|
|||||
|
2017
Q4 | $539K | Sell |
|
|||||
|
2017
Q3 | $507K | Sell |
|
|||||
|
2017
Q2 | $492K | Sell |
|
|||||
|
2017
Q1 | $484K | Hold |
|
|||||
|
2016
Q4 | $459K | Hold |
|
|||||
|
2016
Q3 | $444K | Sell |
|
|||||
|
2016
Q2 | $560K | Hold |
|
|||||
|
2016
Q1 | $547K | Sell |
|
|||||
|
2015
Q4 | $582K | Sell |
|
|||||
|
2015
Q3 | $556K | Sell |
|
|||||
|
2015
Q2 | $608K | Sell |
|
|||||
|
2015
Q1 | $619K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $581K | Buy |
|
|||||
|
2014
Q2 | $519K | Sell |
|
|||||
|
2014
Q1 | $504K | Buy |
|
|||||
|
2013
Q4 | $489K | Hold |
|
|||||
|
2013
Q3 | $447K | Hold |
|
|||||
|
2013
Q2 | $427K | Buy |
|