Live Oak Investment Partners’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
2025
Q1
Hold
0
-$3.54K 190
2024
Q4
Hold
0
-$3.46K 243
2024
Q3
Hold
0
-$3.27K 237
2024
Q2
Hold
0
240
2023
Q4
Hold
0
-$2.58K 246
2023
Q3
Hold
0
-$2.68K 252
2023
Q2
Hold
0
-$2.48K 245
2023
Q1
Hold
0
-$2.32K 231
2022
Q4
Hold
0
236