Edge 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
$308K Hold
2025
Q2
$286K Hold
2025
Q1
$258K Hold
2024
Q4
$271K Buy
2024
Q1
$243K Buy