Buttonwood Financial 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
Q3
$769K Sell
2025
Q2
$739K Buy
2025
Q1
$660K Hold
2024
Q4
$693K Sell
2024
Q3
$684K Buy
2024
Q2
$559K Sell
2024
Q1
$601K Sell
2023
Q4
$564K Sell
2023
Q3
$537K Sell
2023
Q2
$594K Sell
2023
Q1
$553K Sell
2022
Q4
$520K Buy