New Wave Wealth Advisors’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
$2.85M Buy
2025
Q2
$2.49M Buy
2025
Q1
$1.44M Buy
2024
Q4
$629K Buy
2024
Q3
$597K Buy
2024
Q2
$519K Buy