CIC Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$278K Hold
2024
Q2
$263K Hold
2024
Q1
$255K Hold
2023
Q4
$232K Sell
2023
Q3
$214K Hold
2023
Q2
$222K Hold
2023
Q1
$205K Buy