Everhart Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Everhart Financial Group’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$217K	Buy
2025 Q1	–	Sell
2024 Q4	$2.2M	Buy
2024 Q1	–	Sell
2023 Q4	$1.9M	Buy
2023 Q1	–	Sell
2022 Q4	$639K	Buy