Baker Tilly Wealth Management’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
2024
Q3
Sell
-680
Closed -$202K 260
2024
Q2
$202K Buy
+680
New +$202K 0.08% 271