ORG 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
Q3
$3.83M Buy
2025
Q2
$3.54M Buy
2025
Q1
$3.14M Sell
2024
Q4
$3.3M Buy
2024
Q3
$3.2M Sell
2024
Q2
$3.06M Buy
2024
Q1
Sell
2023
Q4
$2.89M Sell
2023
Q3
$2.72M Sell
2023
Q2
$2.97M Buy