V Wealth Advisors’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
2023
Q3
$299K Sell
2023
Q2
$389K Buy
2023
Q1
$359K Buy
2022
Q4
$334K Buy
2022
Q3
$254K Buy
2017
Q3
Sell
2017
Q2
$36K Buy