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Unique Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Unique Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$793K Buy
2,334
+348
+18% +$118K 0.13% 93
2025
Q1 		$609K Buy
1,986
+1,285
+183% +$394K 0.12% 98
2024
Q4 		$226K Buy
+701
New +$226K 0.05% 130