GYL Financial Synergies’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$796K Hold
2024
Q2
$753K Hold
2024
Q1
$729K Hold
2023
Q4
$664K Hold
2023
Q3
$595K Sell
2023
Q2
$666K Buy