Triad Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Triad Financial Advisors’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
2023 Q3	$957K	Sell
2023 Q2	$998K	Sell
2023 Q1	$923K	Sell
2022 Q4	$876K	Sell
2022 Q3	$834K	Sell
2022 Q2	$879K	Hold
2022 Q1	$1.06M	Sell
2021 Q4	$1.13M	Buy