Waters Parkerson & Co’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 | $1.15M | Hold |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $966K | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $990K | Hold |
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|
2024
Q2 | $937K | Hold |
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|
2024
Q1 | $907K | Hold |
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|
2023
Q4 | $826K | Hold |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $768K | Hold |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $663K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $654K | Hold |
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|
2022
Q1 | $788K | Hold |
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|
2021
Q4 | $833K | Hold |
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|
2021
Q3 | $761K | Hold |
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|
2021
Q2 | $762K | Hold |
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|
2021
Q1 | $705K | Hold |
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|
2020
Q4 | $667K | Hold |
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|
2020
Q3 | $589K | Hold |
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|
2020
Q2 | $541K | Hold |
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|
2020
Q1 | $446K | Hold |
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|
2019
Q4 | $562K | Sell |
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|
2019
Q3 | $543K | Hold |
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|
2019
Q2 | $537K | Sell |
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|
2019
Q1 | $708K | Sell |
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|
2018
Q4 | $638K | Sell |
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|
2018
Q3 | $768K | Hold |
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|
2018
Q2 | $722K | Hold |
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|
2018
Q1 | $697K | Sell |
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|
2017
Q4 | $728K | Hold |
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|
2017
Q3 | $685K | Hold |
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|
2017
Q2 | $662K | Hold |
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|
2017
Q1 | $643K | Hold |
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|
2016
Q4 | $610K | Sell |
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|
2016
Q3 | $620K | Hold |
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|
2016
Q2 | $602K | Sell |
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|
2016
Q1 | $719K | Buy |
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|
2015
Q4 | $426K | Buy |
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