One Advisory 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
Q2
$888K Buy
2025
Q1
$743K Buy
2024
Q4
$710K Sell
2024
Q3
$736K Sell
2024
Q2
$716K Sell
2024
Q1
$894K Sell
2023
Q4
$852K Sell
2023
Q3
$785K Sell
2023
Q2
$877K Sell
2023
Q1
$846K Buy
2022
Q4
$777K Sell
2022
Q3
$922K Sell
2022
Q2
$984K Buy