JSAM
J. Safra Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,010
| Closed | -$3.56M | – | 334 |
|
|
2024
Q4 | $3.56M | Buy |
+11,010
| New | +$3.56M | 0.29% | 29 |
|
|
2020
Q3 | – | Sell |
-7,767
| Closed | -$1.31M | – | 19 |
|
|
2020
Q2 | $1.31M | Sell |
7,767
-1,091,496
| -99% | -$185M | 0.99% | 10 |
|
|
2020
Q1 | $7.77M | Buy |
1,099,263
+1,091,496
| +14,053% | +$7.71M | 1.08% | 12 |
|
|
2019
Q4 | $1.38M | Buy |
+7,767
| New | +$1.38M | 1.42% | 8 |
|