Girard Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Girard Partners’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$669K	Hold
2024 Q1	$648K	Hold
2023 Q4	$590K	Hold
2023 Q3	$528K	Hold
2023 Q2	$548K	Sell
2023 Q1	$682K	Sell
2022 Q4	$2.61M	Buy
2018 Q4	–	Sell
2018 Q3	$92K	Buy