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IPG Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

IPG Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Buy
875
+215
+33% +$73K 0.06% 139
2025
Q1 		$202K Sell
660
-95
-13% -$29.1K 0.05% 155
2024
Q4 		$243K Buy
755
+60
+9% +$19.3K 0.06% 143
2024
Q3 		$219K Buy
+695
New +$219K 0.05% 151