Patten & Patten’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
$1.22M Buy
2018
Q4
Sell
2018
Q3
$207K Buy
2018
Q1
Sell
2017
Q4
$205K Buy
2017
Q3
Sell
2017
Q2
$200K Sell
2017
Q1
$243K Buy