Naviter Wealth’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
Q1
Sell
-627
Closed -$202K 286
2024
Q4
$202K Buy
+627
New +$202K 0.02% 263