Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.7M | Sell |
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|
2023
Q4 | $4.41M | Buy |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.68M | Sell |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $4.6M | Buy |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.51M | Buy |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.77M | Sell |
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|
2017
Q3 | $1.73M | Sell |
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|
2017
Q2 | $1.67M | Sell |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.65M | Sell |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.84M | Sell |
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|
2016
Q1 | $2.38M | Sell |
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|
2015
Q4 | $3.41M | Buy |
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|
2015
Q3 | $1.33M | Sell |
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|
2015
Q2 | $1.97M | Buy |
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|
2015
Q1 | $1.44M | Buy |
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|
2014
Q4 | $1.18M | Sell |
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|
2014
Q3 | $14.2M | Buy |
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|
2014
Q2 | $3.37M | Sell |
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|
2014
Q1 | $5.14M | Buy |
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|
2013
Q4 | $4.88M | Buy |
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|
2013
Q3 | $2.41M | Buy |
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|
2013
Q2 | $1.62M | Buy |
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