TFC Financial Management’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
Q2
$2.64M Hold
2025
Q1
$2.38M Hold
2024
Q4
$2.5M Sell
2024
Q3
$2.49M Buy
2024
Q2
$2.25M Sell
2024
Q1
$2.37M Sell
2023
Q4
$2.25M Sell
2023
Q3
$2.19M Sell
2023
Q2
$2.28M Buy
2023
Q1
$2.1M Sell
2022
Q4
$5M Buy
2022
Q3
$1.36M Buy
2022
Q2
$673K Buy