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Generation Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Generation Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$404K Hold
1,190
– – 0.32% 59
2025
Q1 		$365K Hold
1,190
– – 0.33% 54
2024
Q4 		$383K Buy
+1,190
New +$383K 0.33% 55