Winch Advisory Services’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
$4.11K Hold
12
﹤0.01% 359
2025
Q1
$3.7K Buy
12
+6
+100% +$1.85K ﹤0.01% 363
2024
Q4
$1.95K Sell
6
-90
-94% -$29.2K ﹤0.01% 442
2024
Q3
$30.3K Buy
+96
New +$30.3K 0.01% 192