Northstar Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-774
Closed -$249K 105
2024
Q4
$249K Buy
+774
New +$249K 0.13% 92