Welch & Forbes’s iShares Russell 1000 ETF IWB Stock Holding History

Welch & Forbes’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.31M	Hold
2025 Q2	$3.07M	Buy
2025 Q1	$2.5M	Sell
2024 Q4	$2.69M	Hold
2024 Q3	$2.63M	Hold
2024 Q2	$2.52M	Hold
2024 Q1	$2.41M	Sell
2023 Q4	$2.24M	Sell
2023 Q3	$2.08M	Buy
2023 Q2	$1.9M	Buy
2023 Q1	$1.4M	Sell
2022 Q4	$1.35M	Sell
2022 Q3	$1.37M	Hold
2022 Q2	$1.44M	Hold
2022 Q1	$1.73M	Sell
2021 Q4	$1.94M	Buy
2021 Q3	$1.54M	Hold
2021 Q2	$1.54M	Hold
2021 Q1	$1.42M	Hold
2020 Q4	$1.35M	Hold
2020 Q3	$1.19M	Sell
2020 Q2	$1.14M	Hold
2020 Q1	$937K	Hold
2019 Q4	$1.18M	Hold
2019 Q3	$1.09M	Hold
2019 Q2	$1.08M	Hold
2019 Q1	$1.04M	Hold
2018 Q4	$918K	Hold
2018 Q3	$1.07M	Sell
2018 Q2	$1.02M	Sell
2018 Q1	$1.01M	Buy
2017 Q4	$922K	Hold
2017 Q3	$867K	Hold
2017 Q2	$839K	Hold
2017 Q1	$814K	Hold
2016 Q4	$771K	Hold
2016 Q3	$747K	Buy
2016 Q2	$701K	Hold
2016 Q1	$684K	Hold
2015 Q4	$680K	Hold
2015 Q3	$642K	Hold
2015 Q2	$696K	Hold
2015 Q1	$695K	Hold
2014 Q4	$688K	Hold
2014 Q3	$659K	Hold
2014 Q2	$661K	Hold
2014 Q1	$629K	Hold
2013 Q4	$619K	Hold
2013 Q3	$565K	Hold
2013 Q2	$540K	Buy