Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $124K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $96.8K | Hold |
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|
2022
Q4 | $90 | Hold |
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|
2022
Q3 | $84 | Hold |
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|
2022
Q2 | $89 | Hold |
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|
2022
Q1 | $107 | Hold |
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|
2021
Q4 | $113 | Hold |
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|
2021
Q3 | $103 | Hold |
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|
2021
Q2 | $104 | Hold |
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|
2021
Q1 | $96 | Hold |
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|
2020
Q4 | $91 | Hold |
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|
2020
Q3 | $80 | Hold |
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|
2020
Q2 | $73 | Hold |
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|
2020
Q1 | $60 | Buy |
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|
2019
Q2 | $69 | Buy |
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|
2018
Q4 | $59.6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $65.5K | Hold |
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|
2018
Q1 | $61.7K | Hold |
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|
2017
Q4 | $65.6K | Hold |
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|
2017
Q3 | $60.8K | Buy |
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