Douglass Winthrop Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Douglass Winthrop Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$693K	Sell
2025 Q1	$654K	Hold
2024 Q4	$687K	Hold
2024 Q3	$670K	Buy
2024 Q2	$607K	Hold
2024 Q1	$588K	Hold
2023 Q4	$535K	Hold
2023 Q3	$479K	Buy