Imprint Wealth’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
2024
Q1
$493K Buy
1,714
+531
+45% +$153K 0.12% 166
2023
Q4
$317K Sell
1,183
-9
-0.8% -$2.41K 0.25% 116
2023
Q3
$280K Sell
1,192
-1,181
-50% -$277K 0.24% 113
2023
Q2
$582K Buy
2,373
+11
+0.5% +$2.7K 0.37% 76
2023
Q1
$532K Buy
+2,362
New +$532K 0.35% 80