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

Milestone Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$141K Hold
716
– – 0.16% 61
2022
Q2 		$149K Hold
716
– – 0.16% 60
2022
Q1 		$189K Hold
716
– – 0.15% 58
2021
Q4 		$189K Buy
+716
New +$189K 0.15% 58