Winthrop Advisory Group’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 | $87.3M | Buy |
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|
2025
Q1 | $70.6M | Sell |
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|
2024
Q4 | $80.7M | Sell |
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|
2024
Q3 | $79.1M | Sell |
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|
2024
Q2 | $75.3M | Sell |
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|
2024
Q1 | $73.4M | Buy |
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|
2023
Q4 | $15.7M | Sell |
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|
2023
Q3 | $60.8M | Sell |
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|
2023
Q2 | $63.4M | Sell |
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|
2023
Q1 | $58.9M | Sell |
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|
2022
Q4 | $55.2M | Sell |
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|
2022
Q3 | $52M | Sell |
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|
2022
Q2 | $56.1M | Buy |
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|
2022
Q1 | $66.1M | Sell |
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|
2021
Q4 | $70M | Sell |
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|
2021
Q3 | $64.4M | Sell |
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|
2021
Q2 | $64.8M | Sell |
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|
2021
Q1 | $60.6M | Sell |
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|
2020
Q4 | $58.2M | Buy |
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|
2020
Q3 | $51.7M | Sell |
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|
2020
Q2 | $47.7M | Buy |
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|
2020
Q1 | $38.7M | Buy |
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|
2019
Q4 | $21.4M | Buy |
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|
2019
Q3 | $19.5M | Buy |
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|
2019
Q2 | $19.1M | Sell |
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|
2019
Q1 | $19.4M | Buy |
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|
2018
Q4 | $16.4M | Buy |
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|
2018
Q3 | $2.35M | Sell |
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|
2018
Q2 | $2.22M | Sell |
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|
2018
Q1 | $2.2M | Buy |
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|
2017
Q4 | $2.27M | Buy |
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