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Copia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Copia Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$178K Hold
523
– – 0.15% 95
2025
Q1 		$160K Hold
523
– – 0.15% 99
2024
Q4 		$168K Buy
+523
New +$168K 0.16% 90