Ullmann Wealth Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History

Ullmann Wealth Partners Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.23M	Sell
2025 Q2	$3.03M	Buy
2025 Q1	$1.61M	Buy
2024 Q4	$490K	Hold
2024 Q3	$478K	Buy