Relyea Zuckerberg Hanson’s iShares Russell 1000 ETF IWB Stock Holding History

Relyea Zuckerberg Hanson’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	$8.41M	Buy
2025 Q2	$7.82M	Buy
2025 Q1	$6.57M	Sell
2024 Q4	$6.92M	Buy
2020 Q2	–	Sell
2020 Q1	$261K	Buy
2019 Q4	$327K	Buy