Trek Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Trek Financial’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
2025 Q4	$400K	Buy
2022 Q2	–	Sell
2022 Q1	$217K	Sell
2021 Q4	$280K	Buy
2019 Q3	–	Sell
2019 Q2	$1.69M	Sell
2019 Q1	$1.7M	Sell
2018 Q4	$1.53M	Buy