Penney Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Penney Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$870K	Hold
2025 Q2	$808K	Hold
2025 Q1	$730K	Hold
2024 Q4	$767K	Hold
2024 Q3	$748K	Hold
2024 Q2	$708K	Hold
2024 Q1	$686K	Hold
2023 Q4	$624K	Buy