Western Wealth Management’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 | $622K | Buy |
|
|||||
|
2025
Q4 | $645K | Buy |
|
|||||
|
2025
Q3 | $540K | Sell |
|
|||||
|
2025
Q2 | $506K | Hold |
|
|||||
|
2025
Q1 | $457K | Sell |
|
|||||
|
2024
Q4 | $483K | Sell |
|
|||||
|
2024
Q3 | $476K | Hold |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $897K | Sell |
|
|||||
|
2023
Q4 | $1.05M | Sell |
|
|||||
|
2023
Q3 | $945K | Buy |
|
|||||
|
2023
Q2 | $972K | Sell |
|
|||||
|
2023
Q1 | $909K | Sell |
|
|||||
|
2022
Q4 | $852K | Sell |
|
|||||
|
2022
Q3 | $1.61M | Buy |
|
|||||
|
2022
Q2 | $1.03M | Sell |
|
|||||
|
2022
Q1 | $5.14M | Buy |
|
|||||
|
2021
Q4 | $668K | Buy |
|
|||||
|
2021
Q2 | $640K | Buy |
|
|||||
|
2021
Q1 | $551K | Hold |
|
|||||
|
2020
Q4 | $521K | Sell |
|
|||||
|
2020
Q3 | $481K | Sell |
|
|||||
|
2020
Q2 | $534K | Sell |
|
|||||
|
2020
Q1 | $458K | Buy |
|
|||||
|
2019
Q4 | $515K | Buy |
|
|||||
|
2019
Q3 | $322K | Buy |
|
|||||
|
2019
Q2 | $316K | Buy |
|
|||||
|
2019
Q1 | $296K | Sell |
|
|||||
|
2018
Q4 | $281K | Buy |
|