9258 Wealth 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
2024
Q3
$231K Sell
2024
Q2
$220K Buy
2024
Q1
$208K Buy
2023
Q1
Sell
2022
Q4
$740K Buy