Measured Wealth Private Client Group’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
2023
Q3
Sell
-1,231
Closed -$300K 175
2023
Q2
$300K Buy
+1,231
New +$300K 0.11% 139