Family Management’s iShares Russell 1000 ETF IWB Stock Holding History

Family Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$138K	Buy
2025 Q1	$115K	Hold
2024 Q4	$121K	Buy
2024 Q3	$110K	Hold
2024 Q2	$104K	Hold
2024 Q1	$101K	Buy
2023 Q1	–	Sell
2022 Q4	$15.8K	Buy