Wetzel Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wetzel Investment Advisors’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 Q3	$475K	Hold
2025 Q2	$441K	Hold
2025 Q1	$398K	Hold
2024 Q4	$418K	Hold
2024 Q3	$408K	Buy
2024 Q2	$81.8K	Buy
2024 Q1	$50.5K	Sell
2023 Q4	$74K	Buy