Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Sell |
|
|||||
|
2025
Q4 | $1.18M | Buy |
|
|||||
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $1.09M | Hold |
|
|||||
|
2025
Q1 | $983K | Hold |
|
|||||
|
2024
Q4 | $1.03M | Hold |
|
|||||
|
2024
Q3 | $999K | Hold |
|
|||||
|
2024
Q2 | $954K | Hold |
|
|||||
|
2024
Q1 | $923K | Hold |
|
|||||
|
2023
Q4 | $841K | Hold |
|
|||||
|
2023
Q3 | $753K | Hold |
|
|||||
|
2023
Q2 | $781K | Sell |
|
|||||
|
2023
Q1 | $724K | Hold |
|
|||||
|
2022
Q4 | $677K | Hold |
|
|||||
|
2022
Q3 | $634K | Hold |
|
|||||
|
2022
Q2 | $667K | Hold |
|
|||||
|
2022
Q1 | $849K | Hold |
|
|||||
|
2021
Q4 | $849K | Sell |
|
|||||
|
2021
Q3 | $836K | Sell |
|
|||||
|
2021
Q2 | $842K | Sell |
|
|||||
|
2021
Q1 | $802K | Sell |
|
|||||
|
2020
Q4 | $780K | Sell |
|
|||||
|
2020
Q3 | $717K | Sell |
|
|||||
|
2020
Q2 | $666K | Buy |
|
|||||
|
2019
Q4 | $854K | Buy |
|
|||||
|
2019
Q3 | $640K | Buy |
|
|||||
|
2019
Q2 | $613K | Hold |
|
|||||
|
2019
Q1 | $593K | Hold |
|
|||||
|
2018
Q4 | $523K | Buy |
|