Wealthcare Advisory Partners’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 | $16.5M | Sell |
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|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $8.59M | Sell |
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|
2024
Q3 | $8.74M | Sell |
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|
2024
Q2 | $8.38M | Sell |
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|
2024
Q1 | $8.65M | Sell |
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|
2023
Q4 | $7.88M | Buy |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $8.17M | Sell |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $38K | Hold |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Buy |
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