Chas P. Smith & Associates (CPS)’s iShares Russell 1000 ETF IWB Stock Holding History

Chas P. Smith & Associates (CPS)’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 Q2	$11.4M	Buy
2025 Q1	$9.72M	Buy
2024 Q4	$10M	Hold
2024 Q3	$9.79M	Hold
2024 Q2	$9.27M	Buy
2024 Q1	$8.74M	Buy
2016 Q2	–	Sell
2016 Q1	$3.38M	Buy