Resurgent Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Hold
2025
Q2
$208K Buy
2024
Q4
Sell
2024
Q3
$801K Sell
2024
Q2
$779K Hold
2024
Q1
$754K Buy
2023
Q4
$471K Buy
2023
Q1
Sell
2022
Q4
$37.3K Buy