North Berkeley Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

North Berkeley Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$584K	Buy
2025 Q1	$509K	Hold
2024 Q4	$534K	Buy