Juncture Wealth Strategies’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
Q3
$451K Buy
2025
Q2
$310K Hold
2025
Q1
$280K Hold
2024
Q4
$294K Hold
2024
Q3
$287K Hold
2024
Q2
$272K Hold
2024
Q1
$263K Hold
2023
Q4
$239K Hold
2023
Q3
$214K Hold
2023
Q2
$223K Hold
2023
Q1
$206K Buy