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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.03M Buy
8,936
+3,701
+71% +$1.26M 0.36% 35
2025
Q1 		$1.61M Buy
5,235
+3,714
+244% +$1.14M 0.21% 46
2024
Q4 		$490K Hold
1,521
– – 0.06% 90
2024
Q3 		$478K Buy
+1,521
New +$478K 0.06% 91