CAM
Clark Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
1,247
-30
| -2% | -$10.2K | 0.06% | 117 |
|
|
2025
Q1 | $392K | Buy |
1,277
+553
| +76% | +$170K | 0.07% | 100 |
|
|
2024
Q4 | $233K | Buy |
724
+48
| +7% | +$15.5K | 0.04% | 124 |
|
|
2024
Q3 | $213K | Hold |
676
| – | – | 0.05% | 118 |
|
|
2024
Q2 | $201K | Buy |
+676
| New | +$201K | 0.06% | 94 |
|