Waverly 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 | $113M | Sell |
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|
2025
Q1 | $102M | Sell |
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|
2024
Q4 | $108M | Sell |
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|
2024
Q3 | $106M | Sell |
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|
2024
Q2 | $103M | Sell |
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|
2024
Q1 | $104M | Buy |
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|
2023
Q4 | $88.7M | Sell |
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|
2023
Q3 | $81.4M | Sell |
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|
2023
Q2 | $85.9M | Sell |
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|
2023
Q1 | $81.8M | Sell |
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|
2022
Q4 | $77.6M | Sell |
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|
2022
Q3 | $73.7M | Buy |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $739K | Hold |
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|
2021
Q4 | $723K | Hold |
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|
2021
Q3 | $771K | Hold |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $617K | Buy |
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|
2020
Q3 | $506K | Hold |
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|
2020
Q2 | $519K | Hold |
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|
2020
Q1 | $391K | Sell |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | $574K | Hold |
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|
2019
Q2 | $568K | Hold |
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|
2019
Q1 | $549K | Buy |
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|
2018
Q4 | $408K | Buy |
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|
2018
Q3 | $444K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $409K | Hold |
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|
2017
Q3 | $385K | Hold |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $378K | Hold |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $342K | Hold |
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|
2016
Q1 | $334K | Buy |
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|
2015
Q4 | $330K | Buy |
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|
2015
Q3 | $297K | Buy |
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|
2015
Q2 | $302K | Sell |
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|
2015
Q1 | $364K | Buy |
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|
2014
Q4 | $359K | Buy |
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|
2014
Q3 | $343K | Buy |
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|
2014
Q2 | $343K | Hold |
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|
2014
Q1 | $326K | Sell |
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|
2013
Q4 | $327K | Buy |
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|
2013
Q3 | $298K | Buy |
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