MB, Levis & Associates’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
$38.7K Hold
114
0.02% 139
2025
Q1
$35K Hold
114
0.02% 139
2024
Q4
$36.7K Hold
114
0.02% 130
2024
Q3
$35.8K Hold
114
0.02% 133
2024
Q2
$33.9K Hold
114
0.02% 131
2024
Q1
$32.8K Hold
114
0.02% 135
2023
Q4
$29.9K Hold
114
0.02% 135
2023
Q3
$26.8K Hold
114
0.02% 142
2023
Q2
$27.8K Hold
114
0.02% 145
2023
Q1
$25.7K Hold
114
0.02% 147
2022
Q4
$24K Buy
+114
New +$24K 0.02% 139