H&H Retirement Design & Management’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
$3.49M Buy
2025
Q1
$2.66M Buy
2024
Q4
$3.1M Sell
2024
Q3
$3.11M Buy
2024
Q2
$2.78M Sell
2024
Q1
$2.53M Sell
2023
Q4
$3.03M Sell
2023
Q3
$2.77M Sell
2023
Q2
$2.96M Sell
2023
Q1
$2.85M Buy