CX Institutional’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
$93K Hold
2025
Q2
$86K Sell
2025
Q1
$85K Sell
2024
Q4
$2.65M Buy
2024
Q3
$1.35M Buy
2022
Q3
Sell
2022
Q2
$77K Buy
2021
Q4
Sell
2021
Q3
$59K Buy