Bar Harbor 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
2025
Q3
$300K Hold
2025
Q2
$279K Hold
2025
Q1
$252K Hold
2024
Q4
$265K Hold
2024
Q3
$258K Hold
2024
Q2
$245K Hold
2024
Q1
$237K Hold
2023
Q4
$216K Buy
2023
Q3
Sell
2023
Q2
$200K Buy