MB, Levis & Associates’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
Q3
$41.7K Hold
2025
Q2
$38.7K Hold
2025
Q1
$35K Hold
2024
Q4
$36.7K Hold
2024
Q3
$35.8K Hold
2024
Q2
$33.9K Hold
2024
Q1
$32.8K Hold
2023
Q4
$29.9K Hold
2023
Q3
$26.8K Hold
2023
Q2
$27.8K Hold
2023
Q1
$25.7K Hold
2022
Q4
$24K Buy