NBWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$584K Buy
1,719
+61
+4% +$20.7K 0.54% 30
2025
Q1 		$509K Hold
1,658
– – 0.53% 32
2024
Q4 		$534K Buy
+1,658
New +$534K 0.54% 32