WBH Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
+982
New +$333K 0.03% 276
2022
Q1
Sell
-808
Closed -$214K 321
2021
Q4
$214K Buy
+808
New +$214K 0.02% 301