1 North Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.5K Hold
75
0.01% 106
2025
Q1
$23K Buy
+75
New +$23K 0.01% 107
2019
Q4
$32K Hold
180
0.02% 111
2019
Q3
$30K Buy
+180
New +$30K 0.02% 87
2019
Q1
$28K Hold
180
0.02% 87
2018
Q4
$25K Buy
+180
New +$25K 0.02% 92