Security National Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Security National Bank’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 Q3	$681K	Sell
2025 Q2	$654K	Hold
2025 Q1	$590K	Buy
2024 Q4	$159K	Buy
2020 Q1	–	Sell
2019 Q4	$1.31M	Hold
2019 Q3	$1.21M	Buy