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Jamison Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Jamison Private Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-410
Closed -$129K – 330
2024
Q3 		$129K Hold
410
– – 0.02% 216
2024
Q2 		$122K Hold
410
– – 0.02% 206
2024
Q1 		$118K Buy
+410
New +$118K 0.02% 207