Frederick Financial Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Hold
1,041
0.22% 65
2025
Q1
$319K Hold
1,041
0.23% 64
2024
Q4
$335K Buy
+1,041
New +$335K 0.27% 55