Cetera Trust Company’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
Q2
Sell
-1,225
Closed -$353K 416
2024
Q1
$353K Sell
1,225
-450
-27% -$130K 0.21% 78
2023
Q4
$439K Buy
+1,675
New +$439K 0.27% 62