Ted Buchan & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$579K Buy
2024
Q2
Sell
2024
Q1
$402K Hold
2023
Q4
$402K Hold
2023
Q3
$402K Hold
2023
Q2
$416K Hold
2023
Q1
$384K Hold
2022
Q4
$359K Buy