CWP
Cyndeo Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
939
+57
| +6% | +$19.4K | 0.02% | 371 |
|
|
2025
Q1 | $271K | Sell |
882
-1,389
| -61% | -$426K | 0.02% | 385 |
|
|
2024
Q4 | $732K | Sell |
2,271
-390
| -15% | -$126K | 0.05% | 252 |
|
|
2024
Q3 | $837K | Sell |
2,661
-373
| -12% | -$117K | 0.06% | 237 |
|
|
2024
Q2 | $903K | Buy |
3,034
+381
| +14% | +$113K | 0.07% | 222 |
|
|
2024
Q1 | $764K | Sell |
2,653
-20,654
| -89% | -$5.95M | 0.06% | 226 |
|
|
2023
Q4 | $6.11M | Buy |
+23,307
| New | +$6.11M | 0.57% | 46 |
|