SIMA Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

SIMA Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$672K	Sell
2025 Q4	$714K	Sell
2025 Q3	$761K	Hold
2025 Q2	$707K	Buy
2025 Q1	$165K	Hold
2024 Q4	$174K	Hold
2024 Q3	$169K	Hold
2024 Q2	$160K	Buy