Shared Vision Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Shared Vision Wealth Group’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	$454K	Buy
2025 Q1	$378K	Buy
2024 Q4	$293K	Sell
2024 Q3	$289K	Sell
2024 Q2	$273K	Buy
2024 Q1	$240K	Buy
2023 Q4	$218K	Buy