&Partners’s iShares Russell 1000 ETF IWB Stock Holding History

&Partners’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.1M	Buy
2025 Q2	$26.2M	Buy
2025 Q1	$22.9M	Buy
2024 Q4	$8.48M	Buy
2024 Q3	$4.62M	Buy
2024 Q2	$4.18M	Buy
2024 Q1	$3.15M	Sell
2023 Q4	$16M	Buy