Clarkston Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-103
| Closed | -$33.2K | – | 151 |
|
|
2024
Q4 | $33.2K | Hold |
103
| – | – | ﹤0.01% | 155 |
|
|
2024
Q3 | $32.4K | Buy |
+103
| New | +$32.4K | ﹤0.01% | 149 |
|
|
2024
Q1 | – | Sell |
-204
| Closed | -$53.5K | – | 162 |
|
|
2023
Q4 | $53.5K | Hold |
204
| – | – | ﹤0.01% | 148 |
|
|
2023
Q3 | $47.9K | Hold |
204
| – | – | ﹤0.01% | 149 |
|
|
2023
Q2 | $49.7K | Buy |
+204
| New | +$49.7K | ﹤0.01% | 153 |
|
|
2020
Q1 | – | Sell |
-522
| Closed | -$93K | – | 113 |
|
|
2019
Q4 | $93K | Buy |
+522
| New | +$93K | ﹤0.01% | 101 |
|