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OFC Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

OFC Financial Planning’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 		$1.18M Hold
3,464
– – 1.25% 18
2025
Q1 		$1.06M Sell
3,464
-44
-1% -$13.5K 1.2% 19
2024
Q4 		$1.13M Buy
+3,508
New +$1.13M 1.19% 19