TWA
IWB icon

TPB Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

TPB Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$15.6M Sell
69,327
-23,312
-25% -$5.25M 8.51% 3
2022
Q4 		$19.6M Buy
+92,639
New +$19.6M 10.06% 2