Cambridge Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$507K Buy
2023
Q4
$356K Hold
2023
Q3
$319K Sell
2023
Q2
$495K Sell
2023
Q1
$1.22M Sell
2022
Q4
$1.26M Buy
2022
Q3
$217K Hold
2022
Q2
$229K Sell
2022
Q1
$350K Sell
2021
Q4
$397K Sell
2021
Q3
$387K Hold
2021
Q2
$387K Hold
2021
Q1
$358K Hold
2020
Q4
$339K Sell
2020
Q3
$318K Buy
2019
Q2
Sell
2019
Q1
$1.29M Hold
2018
Q4
$1.14M Hold
2018
Q3
$1.32M Hold
2018
Q2
$1.25M Hold
2018
Q1
$1.2M Buy