Cardinal Point Capital Management’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
Q2 | $443K | Buy |
1,304
+325
| +33% | +$110K | 0.04% | 157 |
|
|
2025
Q1 | $300K | Hold |
979
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $315K | Hold |
979
| – | – | 0.05% | 70 |
|
|
2024
Q3 | $308K | Hold |
979
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $291K | Hold |
979
| – | – | 0.05% | 65 |
|
|
2024
Q1 | $282K | Hold |
979
| – | – | 0.05% | 62 |
|
|
2023
Q4 | $257K | Hold |
979
| – | – | 0.06% | 60 |
|
|
2023
Q3 | $231K | Hold |
979
| – | – | 0.06% | 63 |
|
|
2023
Q2 | $239K | Hold |
979
| – | – | 0.07% | 61 |
|
|
2023
Q1 | $221K | Hold |
979
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $206K | Buy |
+979
| New | +$206K | 0.07% | 66 |
|