ML&R Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

ML&R Wealth Management’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
2024 Q1	$13.2M	Sell
2023 Q4	$12.1M	Buy
2023 Q3	$10.8M	Hold
2023 Q2	$11.2M	Hold
2023 Q1	$10.3M	Sell
2022 Q4	$9.69M	Sell
2022 Q3	$9.08M	Buy
2022 Q2	$9.54M	Hold
2022 Q1	$11.5M	Hold
2021 Q4	$12.1M	Buy