Wealth Architects’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 | $1.06M | Sell |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $981K | Hold |
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|
2024
Q2 | $929K | Hold |
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|
2024
Q1 | $899K | Hold |
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|
2023
Q4 | $819K | Hold |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $761K | Hold |
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|
2023
Q1 | $703K | Hold |
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|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $648K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $213K | Buy |
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