Regent Peak Wealth Advisors’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
2021
Q1
Sell
-49
Closed -$10K 560
2020
Q4
$10K Buy
+49
New +$10K ﹤0.01% 563