Visionary Wealth 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
Q2 | $4.69M | Sell |
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|
2025
Q1 | $4.28M | Buy |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.6M | Buy |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.63M | Sell |
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|
2023
Q2 | $3.8M | Sell |
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|
2023
Q1 | $3.54M | Sell |
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.51M | Sell |
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|
2022
Q1 | $4.23M | Sell |
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|
2021
Q4 | $4.5M | Sell |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $3.97M | Buy |
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|
2020
Q4 | $3.37M | Buy |
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|
2020
Q3 | $891K | Buy |
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