AGH Wealth 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
$212K Buy
+625
New +$212K 0.17% 122
2025
Q1
Sell
-625
Closed -$201K 122
2024
Q4
$201K Buy
+625
New +$201K 0.19% 111