Petix & Botte Financial’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
$240K Hold
2025
Q2
$223K Buy
2024
Q2
Sell
2024
Q1
$5.32M Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
Sell
2021
Q3
$214K Buy
2021
Q1
Sell
2020
Q4
$253K Buy
2020
Q3
$223K Sell
2020
Q2
$223K Buy
2020
Q1
Sell
2019
Q4
$224K Buy