Engrave Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$213K Buy
+814
New +$213K 0.06% 74
2023
Q3
Sell
-1,377
Closed -$336K 73
2023
Q2
$336K Hold
1,377
0.11% 47
2023
Q1
$307K Buy
+1,377
New +$307K 0.1% 51