Wolf Group Capital Advisors’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
Q1 | $807K | Sell |
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|
2024
Q4 | $985K | Hold |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $985K | Hold |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $967K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $367K | Buy |
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