PlanWiser Financial’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
$754K Sell
2,153
-199
-8% -$69.7K 0.64% 32
2025
Q1
$725K Buy
+2,352
New +$725K 0.66% 34