BIP Wealth’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
$646K Sell
2025
Q2
$610K Sell
2025
Q1
$560K Sell
2024
Q4
$733K Sell
2024
Q3
$737K Sell
2024
Q2
$734K Hold
2024
Q1
$710K Buy
2023
Q4
$507K Hold
2023
Q3
$454K Hold
2023
Q2
$471K Sell
2023
Q1
$532K Buy