ZWJ Investment Counsel’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 | $2.55M | Hold |
|
|||||
|
2025
Q2 | $2.37M | Hold |
|
|||||
|
2025
Q1 | $2.14M | Hold |
|
|||||
|
2024
Q4 | $2.25M | Hold |
|
|||||
|
2024
Q3 | $2.2M | Sell |
|
|||||
|
2024
Q2 | $2.09M | Buy |
|
|||||
|
2024
Q1 | $1.4M | Sell |
|
|||||
|
2023
Q4 | $1.3M | Sell |
|
|||||
|
2023
Q3 | $1.21M | Sell |
|
|||||
|
2023
Q2 | $1.26M | Sell |
|
|||||
|
2023
Q1 | $1.29M | Sell |
|
|||||
|
2022
Q4 | $1.23M | Sell |
|
|||||
|
2022
Q3 | $1.16M | Hold |
|
|||||
|
2022
Q2 | $1.23M | Hold |
|
|||||
|
2022
Q1 | $1.48M | Sell |
|
|||||
|
2021
Q4 | $2.1M | Sell |
|
|||||
|
2021
Q3 | $1.95M | Sell |
|
|||||
|
2021
Q2 | $2.32M | Sell |
|
|||||
|
2021
Q1 | $2.17M | Sell |
|
|||||
|
2020
Q4 | $2.1M | Buy |
|
|||||
|
2020
Q3 | $930K | Hold |
|
|||||
|
2020
Q2 | $853K | Sell |
|
|||||
|
2020
Q1 | $838K | Hold |
|
|||||
|
2019
Q4 | $1.06M | Buy |
|
|||||
|
2019
Q3 | $783K | Buy |
|
|||||
|
2019
Q2 | $409K | Hold |
|
|||||
|
2019
Q1 | $396K | Hold |
|
|||||
|
2018
Q4 | $349K | Hold |
|
|||||
|
2018
Q3 | $407K | Hold |
|
|||||
|
2018
Q2 | $382K | Hold |
|
|||||
|
2018
Q1 | $369K | Sell |
|
|||||
|
2017
Q4 | $411K | Hold |
|
|||||
|
2017
Q3 | $387K | Hold |
|
|||||
|
2017
Q2 | $374K | Sell |
|
|||||
|
2017
Q1 | $546K | Buy |
|