Verum Partners’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
2025
Q2
$774K Buy
2025
Q1
$698K Buy
2024
Q4
$728K Buy
2024
Q3
$708K Buy
2024
Q2
$669K Buy
2024
Q1
$647K Buy
2023
Q4
$449K Sell
2023
Q3
$653K Hold
2023
Q2
$678K Sell
2023
Q1
$678K Buy
2022
Q4
$628K Buy