WestEnd Advisors’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 | $328K | Sell |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $216K | Hold |
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|
2020
Q3 | $191K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.19K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8.62K | Sell |
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|
2017
Q3 | $13.8K | Buy |
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