CIS
Custom Index Systems’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,003
-1,820
| -38% | -$618K | 0.49% | 54 |
|
|
2025
Q1 | $1.48M | Sell |
4,823
-2,139
| -31% | -$656K | 0.75% | 22 |
|
|
2024
Q4 | $2.24M | Sell |
6,962
-358
| -5% | -$115K | 1.2% | 13 |
|
|
2024
Q3 | $2.3M | Sell |
7,320
-1,411
| -16% | -$444K | 1.25% | 15 |
|
|
2024
Q2 | $2.6M | Sell |
8,731
-1,642
| -16% | -$489K | 1.49% | 11 |
|
|
2024
Q1 | $2.99M | Sell |
10,373
-143
| -1% | -$41.2K | 1.7% | 7 |
|
|
2023
Q4 | $2.76M | Buy |
+10,516
| New | +$2.76M | 1.7% | 6 |
|