Nauset Wealth Management’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
2022
Q1
$518K Buy
2,070
+321
+18% +$80.3K 0.41% 40
2021
Q4
$462K Buy
+1,749
New +$462K 0.44% 35