WealthTrust Asset Management’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
$5.34M Buy
15,737
+6,031
+62% +$2.05M 4% 4
2025
Q1
$2.98M Buy
9,706
+2,589
+36% +$794K 2.21% 10
2024
Q4
$2.29M Buy
7,117
+2,250
+46% +$725K 1.65% 16
2024
Q3
$1.53M Buy
4,867
+1,601
+49% +$503K 1.14% 21
2024
Q2
$972K Buy
+3,266
New +$972K 0.71% 37