Smith Salley Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Smith Salley Wealth Management’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	$712K	Hold
2025 Q2	$662K	Hold
2025 Q1	$598K	Sell
2024 Q4	$713K	Hold
2024 Q3	$696K	Hold
2024 Q2	$659K	Hold
2024 Q1	$638K	Hold
2023 Q4	$581K	Buy
2023 Q1	–	Sell
2022 Q4	$612K	Buy