Rockport Wealth’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
2025
Q2
$356K Buy
+1,048
New +$356K 0.08% 59
2025
Q1
Sell
-1,048
Closed -$338K 55
2024
Q4
$338K Hold
1,048
0.15% 51
2024
Q3
$329K Buy
+1,048
New +$329K 0.09% 53