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

LWM Advisory Services’s Portfolio IWB Stock Details IWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$746K Sell
2,195
-5
-0.2% -$1.7K 0.51% 36
2025
Q1 		$675K Sell
2,200
-61
-3% -$18.7K 0.47% 38
2024
Q4 		$728K Buy
2,261
+146
+7% +$47K 0.51% 36
2024
Q3 		$665K Buy
+2,115
New +$665K 0.49% 36