Sagespring Wealth Partners’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
$1.28M Buy
3,760
+629
+20% +$214K 0.03% 239
2025
Q1
$961K Buy
+3,131
New +$961K 0.02% 248