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Blue Oak Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Oak Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
669
– – 0.12% 65
2025
Q1 		$205K Sell
669
-1,238
-65% -$380K 0.11% 69
2024
Q4 		$614K Buy
+1,907
New +$614K 0.37% 44