Castleview 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
2024
Q3
Sell
-12
Closed -$3.57K 729
2024
Q2
$3.57K Sell
12
-10
-45% -$2.98K ﹤0.01% 664
2024
Q1
$6.42K Hold
22
﹤0.01% 583
2023
Q4
$5.83K Buy
+22
New +$5.83K ﹤0.01% 563