Schechter Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Schechter Investment Advisors’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 Q1	$521K	Hold
2024 Q4	$548K	Hold
2024 Q3	$534K	Buy
2024 Q2	$452K	Hold
2024 Q1	$437K	Buy
2022 Q2	–	Sell
2022 Q1	$321K	Sell
2021 Q4	$347K	Buy