Golden Road Advisors’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
$639K Hold
2025
Q1
$577K Hold
2024
Q4
$606K Hold
2024
Q3
$591K Sell
2024
Q2
$576K Sell
2024
Q1
$551K Sell
2023
Q4
$502K Buy