Wealth Enhancement Advisory Services’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 | $187M | Buy |
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|
2025
Q1 | $104M | Sell |
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|
2024
Q4 | $109M | Buy |
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|
2024
Q3 | $96.7M | Buy |
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|
2024
Q2 | $89.5M | Sell |
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|
2024
Q1 | $87M | Sell |
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|
2023
Q4 | $81M | Buy |
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|
2023
Q3 | $71.6M | Buy |
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|
2023
Q2 | $52.7M | Sell |
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|
2023
Q1 | $57.6M | Buy |
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|
2022
Q4 | $51.5M | Sell |
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|
2022
Q3 | $47.6M | Buy |
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|
2022
Q2 | $24.5M | Buy |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $591K | Sell |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $347K | Hold |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $309K | Hold |
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|
2019
Q1 | $301K | Buy |
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