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Cary Street Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Cary Street Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$753K Buy
2,218
+309
+16% +$105K 0.02% 462
2025
Q1 		$586K Sell
1,909
-487
-20% -$149K 0.02% 498
2024
Q4 		$772K Buy
+2,396
New +$772K 0.03% 431