Surevest’s iShares Russell 1000 ETF IWB Stock Holding History

Surevest’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
2022 Q3	$147K	Hold
2022 Q2	$155K	Buy
2022 Q1	$128K	Hold
2021 Q4	$136K	Buy
2019 Q1	–	Sell
2018 Q4	$286K	Buy