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BMS Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BMS Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$358K Buy
1,469
+122
+9% +$29.7K 0.23% 79
2023
Q1 		$303K Buy
+1,347
New +$303K 0.21% 95