MWM
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Marietta Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Marietta Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,027
Closed -$853K – 114
2020
Q4 		$853K Buy
+4,027
New +$853K 0.23% 84