Adams Wealth Management’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
2024
Q4
Sell
-666
Closed -$209K 117
2024
Q3
$209K Sell
666
-26
-4% -$8.17K 0.04% 108
2024
Q2
$206K Sell
692
-20
-3% -$5.95K 0.05% 100
2024
Q1
$205K Buy
+712
New +$205K 0.05% 99