Univest Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Univest Financial’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
2025 Q4	$227K	Buy
2025 Q3	–	Sell
2025 Q2	$743K	Buy
2025 Q1	$663K	Hold
2024 Q4	$697K	Sell
2024 Q3	$690K	Buy