Country Club Bank’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
$505K Sell
2025
Q2
$495K Sell
2025
Q1
$462K Sell
2024
Q4
$493K Hold
2024
Q3
$478K Sell
2024
Q2
$495K Sell
2024
Q1
$568K Hold
2023
Q4
$519K Sell
2023
Q3
$491K Hold
2023
Q2
$502K Sell
2023
Q1
$604K Hold
2022
Q4
$573K Buy
2022
Q3
$428K Buy
2022
Q2
$419K Buy