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Edge Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Edge Financial Advisors’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 		$286K Hold
842
– – 0.15% 98
2025
Q1 		$258K Hold
842
– – 0.16% 87
2024
Q4 		$271K Buy
+842
New +$271K 0.24% 77
2024
Q1 		$243K Buy
+842
New +$243K 0.21% 119