WealthPlan Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

WealthPlan Investment Management’s Portfolio IWB Stock Details IWB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$777K	Hold
2025 Q2	$722K	Buy
2023 Q1	–	Sell
2022 Q4	$351K	Hold
2022 Q3	$333K	Buy
2022 Q1	$351K	Buy