Boston Family Office’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
$246K Hold
725
0.02% 259
2025
Q1
$222K Hold
725
0.02% 265
2024
Q4
$234K Hold
725
0.02% 255
2024
Q3
$228K Hold
725
0.02% 258
2024
Q2
$216K Hold
725
0.02% 252
2024
Q1
$209K Buy
+725
New +$209K 0.02% 250
2022
Q2
Sell
-875
Closed -$219K 280
2022
Q1
$219K Hold
875
0.02% 276
2021
Q4
$231K Hold
875
0.02% 267
2021
Q3
$211K Hold
875
0.02% 272
2021
Q2
$212K Buy
+875
New +$212K 0.02% 266