BankPlus Trust Department’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
2025
Q2
$182K Buy
536
+8
+2% +$2.72K 0.05% 158
2025
Q1
$162K Sell
528
-68
-11% -$20.9K 0.05% 153
2024
Q4
$192K Buy
+596
New +$192K 0.06% 144