Roxbury Financial’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
$120K Hold
354
0.12% 114
2025
Q1
$116K Buy
354
+215
+155% +$70.2K 0.11% 114
2024
Q4
$46.3K Buy
+139
New +$46.3K 0.04% 167