MBL Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

MBL Wealth’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$288K	Hold
2025 Q2	$267K	Sell
2025 Q1	$251K	Buy
2024 Q4	$244K	Sell
2024 Q3	$246K	Sell
2024 Q2	$235K	Buy
2022 Q3	–	Sell
2022 Q2	$945K	Buy
2021 Q1	$207K	Sell
2020 Q4	$217K	Buy