MA Private Wealth’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
Q2
$976K Sell
2025
Q1
$948K Sell
2024
Q4
$1.05M Hold
2024
Q3
$1.03M Sell
2024
Q2
$975K Buy
2023
Q1
Sell
2022
Q4
$1.33M Buy