Ruggaard & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Ruggaard & Associates’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Sell
2025 Q1	$477K	Hold
2024 Q4	$501K	Hold
2024 Q3	$489K	Hold
2024 Q2	$463K	Hold
2024 Q1	$448K	Sell
2023 Q4	$513K	Hold
2023 Q3	$459K	Sell
2023 Q2	$640K	Sell
2023 Q1	$740K	Buy