Plum Street Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Plum Street Advisors’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 Q2	$3.1M	Sell
2025 Q1	$2.91M	Sell
2024 Q4	$3.15M	Sell
2024 Q3	$3.13M	Sell
2024 Q2	$3.08M	Buy
2024 Q1	$3.13M	Sell
2023 Q4	$2.86M	Buy