RTD 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
$36.2M Sell
2025
Q2
$34.7M Buy
2025
Q1
$29.5M Sell
2024
Q4
$32.4M Sell
2024
Q3
$32.1M Sell
2024
Q2
$30.6M Sell
2024
Q1
$30.3M Sell
2023
Q4
$28M Sell
2023
Q3
$25.8M Sell
2023
Q2
$27.2M Sell
2023
Q1
$25.4M Sell
2022
Q4
$23.8M Sell
2022
Q3
$22.4M Sell
2022
Q2
$24.3M Buy
2022
Q1
$25.6M Buy
2021
Q4
$26.8M Buy