Clark Asset Management’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
2025
Q3
$415K Sell
2025
Q2
$423K Sell
2025
Q1
$392K Buy
2024
Q4
$233K Buy
2024
Q3
$213K Hold
2024
Q2
$201K Buy