Stone Summit Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Stone Summit Wealth’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	$288K	Hold
2025 Q2	$268K	Hold
2025 Q1	$242K	Hold
2024 Q4	$254K	Hold
2024 Q3	$248K	Hold
2024 Q2	$234K	Hold
2024 Q1	$227K	Hold
2023 Q4	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$208K	Buy