Financial Alternatives’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
Q2
$289K Hold
2025
Q1
$261K Hold
2024
Q4
$274K Hold
2024
Q3
$268K Hold
2024
Q2
$253K Hold
2024
Q1
$245K Hold
2023
Q4
$223K Sell
2023
Q3
$262K Hold
2023
Q2
$272K Hold
2023
Q1
$252K Hold
2022
Q4
$235K Buy