Carmel Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Carmel Capital Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$262K	Hold
2025 Q2	$243K	Hold
2025 Q1	$220K	Hold
2024 Q4	$231K	Hold
2024 Q3	$225K	Hold
2024 Q2	$213K	Hold
2024 Q1	$206K	Buy
2023 Q2	–	Sell
2023 Q1	$45K	Buy