Bel Air Investment Advisors’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
2021
Q2
$7.35M Buy
30,366
+16,615
+121% +$4.02M 0.22% 64
2021
Q1
$3.08M Buy
+13,751
New +$3.08M 0.1% 105