King Wealth Management Group’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
Q2
$248K Hold
2025
Q1
$224K Sell
2024
Q4
$254K Sell
2024
Q3
$293K Buy
2024
Q2
$265K Hold
2024
Q1
$257K Sell
2023
Q4
$261K Sell
2023
Q3
$236K Buy
2023
Q2
$223K Hold
2023
Q1
$206K Buy
2022
Q2
Sell
2022
Q1
$229K Hold
2021
Q4
$242K Hold
2021
Q3
$221K Hold
2021
Q2
$222K Hold
2021
Q1
$205K Buy