Benchmark Investment Advisors’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
Q1
$258K Hold
2024
Q4
$271K Hold
2024
Q3
$265K Buy
2024
Q2
$245K Hold
2024
Q1
$237K Hold
2023
Q4
$216K Buy
2023
Q3
Sell
2023
Q2
$213K Buy
2022
Q4
Sell
2022
Q3
$211K Buy
2022
Q2
$200K Buy