Cardinal Point Wealth Management Partners’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
2023 Q1	$221K	Hold	979	–	–	0.07%	75
2022 Q4	$206K	Buy	+979	New	+$206K	0.07%	66
2022 Q3	–	Sell	-979	Closed	-$203K	–	50
2022 Q2	$203K	Buy	+979	New	+$203K	0.1%	48