New England Professional Planning Group’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
Q2
$265K Hold
780
0.12% 40
2025
Q1
$239K Hold
780
0.12% 42
2024
Q4
$251K Buy
780
+102
+15% +$32.9K 0.13% 39
2024
Q3
$213K Hold
678
0.11% 46
2024
Q2
$202K Buy
+678
New +$202K 0.11% 48