TWP
IWB icon

Total Wealth Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Total Wealth Planning’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-784
Closed -$226K – 91
2024
Q1 		$226K Hold
784
– – 0.04% 88
2023
Q4 		$206K Buy
+784
New +$206K 0.04% 87