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Avant Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Avant Financial 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 		$582K Hold
1,713
– – 0.48% 42
2025
Q1 		$525K Buy
1,713
+41
+2% +$12.6K 0.48% 42
2024
Q4 		$539K Buy
+1,672
New +$539K 0.49% 40