Rollins 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
Q2
$242K Hold
2025
Q1
$219K Sell
2024
Q4
$251K Hold
2024
Q3
$245K Hold
2024
Q2
$232K Hold
2024
Q1
$224K Buy