SAI
Savvy Advisors Inc’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,811
+830
| +28% | +$282K | 0.09% | 173 |
|
|
2025
Q1 | $915K | Buy |
2,981
+21
| +0.7% | +$6.44K | 0.09% | 182 |
|
|
2024
Q4 | $954K | Hold |
2,960
| – | – | 0.11% | 146 |
|
|
2024
Q3 | $931K | Buy |
2,960
+569
| +24% | +$179K | 0.19% | 112 |
|
|
2024
Q2 | $712K | Buy |
2,391
+551
| +30% | +$164K | 0.23% | 99 |
|
|
2024
Q1 | $530K | Buy |
1,840
+236
| +15% | +$68K | 0.31% | 86 |
|
|
2023
Q4 | $421K | Buy |
+1,604
| New | +$421K | 0.41% | 74 |
|