Gryphon Financial Partners’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
2025
Q2
$2.46M Sell
7,248
-155
-2% -$52.6K 0.32% 50
2025
Q1
$2.27M Sell
7,403
-200
-3% -$61.3K 0.33% 49
2024
Q4
$2.45M Buy
7,603
+6,773
+816% +$2.18M 0.35% 45
2024
Q3
$261K Sell
830
-180
-18% -$56.6K 0.04% 251
2024
Q2
$301K Buy
1,010
+180
+22% +$53.6K 0.05% 222
2024
Q1
$239K Buy
+830
New +$239K 0.04% 232