Lowe Wealth Advisors’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
Q2
$5.43K Hold
16
﹤0.01% 279
2025
Q1
$4.91K Hold
16
﹤0.01% 286
2024
Q4
$5.16K Buy
+16
New +$5.16K ﹤0.01% 273
2015
Q4
Sell
-97
Closed -$10K 238
2015
Q3
$10K Buy
+97
New +$10K 0.01% 127