Precedent Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Precedent Wealth Partners’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	$4.14M	Sell
2025 Q2	$4.15M	Sell
2025 Q1	$4.27M	Buy
2024 Q4	$4.21M	Buy
2024 Q3	$3.76M	Buy
2024 Q2	$2.44M	Buy
2024 Q1	$1.77M	Buy
2023 Q4	$1.07M	Buy