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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$123K Hold
363
– – 0.05% 108
2025
Q1 		$111K Hold
363
– – 0.05% 108
2024
Q4 		$117K Hold
363
– – 0.05% 109
2024
Q3 		$114K Hold
363
– – 0.05% 107
2024
Q2 		$108K Hold
363
– – 0.05% 103
2024
Q1 		$105K Buy
+363
New +$105K 0.05% 99