JPL Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

JPL Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$767K	Hold
2025 Q2	$713K	Hold
2025 Q1	$644K	Hold
2024 Q4	$676K	Buy
2024 Q2	$598K	Hold
2024 Q1	$579K	Buy
2023 Q4	$276K	Buy