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Balance Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Balance Wealth’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 		$1.46M Sell
4,299
-143
-3% -$48.6K 0.85% 31
2025
Q1 		$1.36M Buy
+4,442
New +$1.36M 0.89% 32