LWM Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

LWM Advisory Services’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$746K	Sell
2025 Q1	$675K	Sell
2024 Q4	$728K	Buy
2024 Q3	$665K	Buy