Pinney & Scofield’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Hold
360
0.08% 69
2025
Q1
$110K Hold
360
0.08% 69
2024
Q4
$116K Buy
+360
New +$116K 0.09% 68