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Octavia Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Octavia Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,254
Closed -$296K – 229
2023
Q3 		$296K Buy
+1,254
New +$296K 0.06% 149