Millington Financial Advisors’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
$227K Buy
+650
New +$227K 0.11% 92
2025
Q1
Sell
-650
Closed -$214K 92
2024
Q4
$214K Hold
650
0.12% 81
2024
Q3
$204K Buy
+650
New +$204K 0.13% 79