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Paul R. Ried Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Paul R. Ried Financial Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
5,921
+137
+2% +$46.5K 1.22% 16
2025
Q1 		$1.77M Hold
5,784
– – 1.24% 16
2024
Q4 		$1.86M Buy
+5,784
New +$1.86M 1.31% 15