NorthRock Partners’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
$29.5M Buy
2025
Q2
$25.7M Buy
2025
Q1
$22.3M Sell
2024
Q4
$23.9M Sell
2024
Q3
$24.4M Sell
2024
Q2
$25.5M Sell
2024
Q1
$31.3M Sell
2023
Q4
$29.2M Buy
2023
Q3
$2.2M Buy
2023
Q2
$2.27M Sell
2023
Q1
$2.71M Sell
2022
Q4
$3.01M Buy
2022
Q3
Sell
2022
Q2
$219K Buy