Kades & Cheifetz’s iShares Russell 1000 ETF IWB Stock Holding History

Kades & Cheifetz’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.12M	Buy
2024 Q3	$1.09M	Buy
2024 Q2	$1.03M	Buy
2024 Q1	$991K	Sell
2023 Q4	$969K	Sell
2023 Q3	$895K	Hold
2023 Q2	$929K	Buy
2023 Q1	$857K	Hold
2022 Q4	$801K	Buy