WNY 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
2025
Q2
$597K Sell
2025
Q1
$550K Sell
2024
Q4
$586K Buy
2024
Q3
$569K Sell
2024
Q2
$652K Sell
2024
Q1
$634K Sell
2023
Q4
$591K Sell
2023
Q3
$537K Sell
2023
Q2
$558K Sell
2023
Q1
$518K Sell
2022
Q4
$562K Sell
2022
Q3
$7.25M Buy
2022
Q2
$7.25M Sell
2022
Q1
$8.92M Sell
2021
Q4
$9.66M Buy
2021
Q3
$8.53M Buy
2021
Q2
$8.07M Buy
2021
Q1
$7.29M Sell
2020
Q4
$7.15M Buy