LongView Wealth Management’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
$403K Sell
2025
Q2
$426K Sell
2025
Q1
$483K Sell
2024
Q4
$674K Sell
2024
Q3
$687K Sell
2024
Q2
$803K Sell
2024
Q1
$780K Buy
2023
Q4
$529K Buy