Twelve Points Wealth 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
Q3
Sell
2025
Q2
$218K Buy
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$246K Hold
2024
Q2
$233K Sell
2024
Q1
$264K Sell
2023
Q4
$463K Buy
2023
Q3
$259K Buy