Next Level Private’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
Q2
$764K Buy
2025
Q1
$689K Sell
2024
Q4
$726K Buy
2024
Q3
$707K Buy
2024
Q2
$666K Buy
2024
Q1
$644K Buy
2023
Q4
$584K Buy
2023
Q3
$521K Buy
2023
Q2
$534K Buy
2023
Q1
Sell
2022
Q4
$469K Buy
2022
Q3
$286K Buy
2022
Q2
Sell
2022
Q1
$343K Hold
2021
Q4
$363K Buy