Breakwater Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Breakwater Investment Management’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	$31.4K	Sell
2025 Q2	$123K	Hold
2025 Q1	$111K	Hold
2024 Q4	$117K	Hold
2024 Q3	$114K	Hold
2024 Q2	$108K	Hold
2024 Q1	$105K	Buy