Accelerate Investment Advisors’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
$670K Buy
1,973
+199
+11% +$67.6K 0.5% 38
2025
Q1
$544K Buy
1,774
+855
+93% +$262K 0.46% 41
2024
Q4
$296K Sell
919
-76
-8% -$24.5K 0.26% 62
2024
Q3
$313K Buy
+995
New +$313K 0.31% 56