GLOBALT Investments’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
2024 Q3	–	Sell	-1,715	Closed	-$510K	–	208
2024 Q2	$510K	Buy	1,715 +201	+13%	+$59.8K	0.02%	175
2024 Q1	$436K	Hold	1,514	–	–	0.02%	180
2023 Q4	$397K	Buy	+1,514	New	+$397K	0.02%	185