Calton & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Calton & Associates’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 Q2	$297K	Hold
2025 Q1	$268K	Buy
2024 Q4	$282K	Buy
2024 Q3	$259K	Buy
2018 Q1	–	Sell
2017 Q4	$24K	Buy