Abound 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
2025
Q3
$298K Sell
2025
Q2
$278K Buy
2025
Q1
$251K Buy
2024
Q4
$264K Sell
2024
Q3
$257K Hold
2024
Q2
$244K Hold
2024
Q1
$236K Hold
2023
Q4
$215K Hold
2023
Q3
$192K Buy
2023
Q2
$127K Buy
2023
Q1
$117K Buy
2022
Q4
$109K Buy
2022
Q3
$102K Buy
2022
Q2
$107K Buy
2022
Q1
$128K Buy
2021
Q4
$135K Buy