LifeSteps Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-520
Closed -$150K 237
2024
Q1
$150K Buy
+520
New +$150K 0.11% 94