J. Safra Asset Management’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
2025
Q4
$4.39M Buy
2025
Q1
Sell
2024
Q4
$3.56M Buy
2020
Q3
Sell
2020
Q2
$1.31M Sell
2020
Q1
$7.77M Buy
2019
Q4
$1.38M Buy