Carmel Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
717
| – | – | 0.09% | 131 |
|
|
2025
Q1 | $220K | Hold |
717
| – | – | 0.09% | 137 |
|
|
2024
Q4 | $231K | Hold |
717
| – | – | 0.09% | 136 |
|
|
2024
Q3 | $225K | Hold |
717
| – | – | 0.09% | 154 |
|
|
2024
Q2 | $213K | Hold |
717
| – | – | 0.09% | 149 |
|
|
2024
Q1 | $206K | Buy |
+717
| New | +$206K | 0.09% | 150 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$45K | – | 452 |
|
|
2023
Q1 | $45K | Buy |
+200
| New | +$45K | 0.03% | 246 |
|