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Mowery & Schoenfeld Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22
Closed -$6.75K – 430
2025
Q1 		$6.75K Hold
22
– – 0.01% 298
2024
Q4 		$7.09K Hold
22
– – 0.01% 263
2024
Q3 		$6.92K Hold
22
– – 0.01% 190
2024
Q2 		$6.55K Buy
+22
New +$6.55K 0.01% 172