Windsor Capital 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
Q3 | $233K | Sell |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $204K | Sell |
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|
2018
Q1 | $208K | Hold |
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|
2017
Q4 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $217K | Sell |
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|
2016
Q2 | $217K | Hold |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $218K | Sell |
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|
2015
Q3 | $221K | Sell |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $256K | Sell |
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|
2014
Q4 | $257K | Sell |
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|
2014
Q3 | $313K | Sell |
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|
2014
Q2 | $317K | Sell |
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|
2014
Q1 | $323K | Sell |
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|
2013
Q4 | $328K | Hold |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $297K | Buy |
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