Paladin Advisory Group’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
$105K Hold
2025
Q1
$94.5K Hold
2024
Q4
$99.2K Hold
2024
Q3
$96.8K Hold
2024
Q2
$91.8K Hold
2024
Q1
$88.5K Hold
2023
Q4
$80.8K Hold
2023
Q3
$72.4K Hold
2023
Q2
$75.1K Hold
2023
Q1
$69.4K Buy
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$111K Buy
2021
Q4
Hold