AWA
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Alta Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Alta Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$641K Buy
1,887
+1,135
+151% +$385K 0.3% 51
2025
Q1 		$231K Buy
752
+121
+19% +$37.1K 0.11% 127
2024
Q4 		$203K Buy
+631
New +$203K 0.09% 130