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Falcon Wealth Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Falcon Wealth Planning’s Portfolio IWB Stock Details IWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$824K Sell
2,427
-34
-1% -$11.5K 0.08% 75
2025
Q1 		$755K Buy
2,461
+6
+0.2% +$1.84K 0.08% 75
2024
Q4 		$791K Buy
+2,455
New +$791K 0.09% 71