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Caldwell Sutter Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Caldwell Sutter 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 		$37K Sell
109
-144
-57% -$48.9K 0.02% 393
2025
Q1 		$77.6K Buy
+253
New +$77.6K 0.04% 304