Center for Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Center for Financial Planning’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$113K	Hold
2025 Q1	$102K	Hold
2024 Q4	$107K	Hold
2024 Q3	$104K	Hold
2024 Q2	$98.8K	Hold
2024 Q1	$95.6K	Buy
2022 Q2	–	Sell
2022 Q1	$80K	Buy