Aspire Wealth Management’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
2024
Q3
$342K Hold
2024
Q2
$324K Hold
2024
Q1
$314K Hold
2023
Q4
$286K Hold
2023
Q3
$256K Hold
2023
Q2
$265K Hold
2023
Q1
$245K Hold
2022
Q4
$229K Hold
2022
Q3
$215K Hold
2022
Q2
$226K Hold
2022
Q1
$272K Hold
2021
Q4
$288K Buy