D.J. St. Germain’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
Q2
$233K Buy
+687
New +$233K 0.01% 280
2024
Q4
Sell
-76
Closed -$24.1K 851
2024
Q3
$24.1K Buy
+76
New +$24.1K ﹤0.01% 458