Enzi 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
Q3
$1,000K Hold
2025
Q2
$945K Sell
2025
Q1
$829K Hold
2024
Q4
$923K Sell
2024
Q3
$894K Hold
2024
Q2
$845K Sell
2024
Q1
$833K Hold
2023
Q4
$817K Sell
2023
Q3
$747K Sell
2023
Q2
$802K Sell
2023
Q1
$835K Hold
2022
Q4
$811K Hold
2022
Q3
$807K Buy