Arbor Wealth Advisors’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
$519K Hold
2025
Q2
$482K Hold
2025
Q1
$435K Sell
2024
Q4
$506K Sell
2024
Q3
$529K Hold
2024
Q2
$501K Hold
2024
Q1
$485K Hold
2023
Q4
$442K Buy