Zhang Financial’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 | $2.15M | Hold |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $598K | Hold |
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|
2024
Q3 | $584K | Hold |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $395K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.67M | Hold |
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|
2021
Q3 | $1.52M | Hold |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $994K | Hold |
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|
2020
Q1 | $819K | Hold |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $952K | Hold |
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|
2019
Q2 | $942K | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $218K | Buy |
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