EA
Enclave Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5M | Sell |
172,157
-2,381
| -1% | -$809K | 9.44% | 2 |
|
|
2025
Q1 | $53.5M | Sell |
174,538
-425
| -0.2% | -$130K | 9.14% | 2 |
|
|
2024
Q4 | $56.4M | Sell |
174,963
-4,242
| -2% | -$1.37M | 9.27% | 2 |
|
|
2024
Q3 | $56.3M | Buy |
+179,205
| New | +$56.3M | 9.55% | 2 |
|