Wagner Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $1.03M | Hold |
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|
2025
Q1 | $934K | Hold |
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|
2024
Q4 | $981K | Hold |
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|
2024
Q3 | $957K | Sell |
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|
2024
Q2 | $910K | Buy |
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|
2024
Q1 | $877K | Hold |
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|
2023
Q4 | $799K | Hold |
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|
2023
Q3 | $715K | Hold |
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|
2023
Q2 | $742K | Hold |
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|
2023
Q1 | $686K | Hold |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $943K | Hold |
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|
2021
Q1 | $872K | Sell |
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|
2020
Q4 | $838K | Buy |
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|
2018
Q3 | $691K | Hold |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $496K | Sell |
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|
2017
Q4 | $535K | Buy |
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