New Century Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Sell
2025
Q2
$265K Buy
2025
Q1
Sell
2024
Q4
$336K Buy
2024
Q3
$324K Buy
2024
Q2
$260K Sell
2024
Q1
$258K Buy
2023
Q4
$232K Buy