One Charles Private Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

One Charles Private Wealth Services’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Hold
2025 Q1	$248K	Hold
2024 Q4	$260K	Sell
2024 Q3	$267K	Hold
2024 Q2	$252K	Hold
2024 Q1	$244K	Hold
2023 Q4	$222K	Buy