Instrumental Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Instrumental Wealth’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 Q2	$1.19M	Buy
2025 Q1	$1.06M	Sell
2024 Q4	$1.16M	Hold
2024 Q3	$1.13M	Sell
2024 Q2	$1.3M	Hold
2024 Q1	$1.28M	Hold
2023 Q4	$1.18M	Sell
2023 Q3	$1.06M	Buy
2023 Q2	$1.08M	Hold
2023 Q1	$985K	Buy