Wade Financial Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Wade Financial Advisory’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$282K	Hold
2024 Q4	$296K	Hold
2024 Q3	$289K	Hold
2024 Q2	$274K	Hold
2024 Q1	$265K	Hold
2023 Q4	$241K	Buy
2023 Q3	–	Sell
2023 Q2	$224K	Buy