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Note Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Note Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
3,267
-133
-4% -$45.2K 0.77% 30
2025
Q1 		$1.04M Sell
3,400
-459
-12% -$141K 0.86% 28
2024
Q4 		$1.24M Buy
+3,859
New +$1.24M 1.1% 26