Cardinal Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $206K | Buy |
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