Gould Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Gould Asset 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 Q3	$235K	Hold
2025 Q2	$219K	Buy
2025 Q1	–	Sell
2024 Q4	$207K	Hold
2024 Q3	$202K	Sell
2024 Q2	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$250K	Buy
2022 Q3	–	Sell
2022 Q2	$8.55M	Buy