Cape Cod Five Cents Savings Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $400K | Hold |
1,271
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $400K | Hold |
1,271
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $400K | Sell |
1,271
-10
| -0.8% | -$3.14K | 0.04% | 143 |
|
|
2024
Q2 | $381K | Buy |
+1,281
| New | +$381K | 0.04% | 145 |
|
|
2023
Q4 | – | Sell |
-1,136
| Closed | -$267K | – | 214 |
|
|
2023
Q3 | $267K | Buy |
+1,136
| New | +$267K | 0.01% | 215 |
|