CreativeOne Wealth’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
Q2
$1.31M Buy
2025
Q1
$957K Buy
2024
Q4
$963K Buy
2024
Q3
$864K Buy
2024
Q2
$735K Sell
2024
Q1
$2.33M Buy
2023
Q4
$1.94M Buy
2023
Q3
$254K Sell
2023
Q2
$291K Buy
2023
Q1
$249K Buy
2020
Q3
Sell
2020
Q2
$282K Buy