Partners Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Hold
1,352
0.47% 57
2025
Q1
$415K Hold
1,352
0.47% 58
2024
Q4
$436K Buy
+1,352
New +$436K 0.5% 56