Lodestar Private 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
Q2
$4.7M Buy
2025
Q1
$4.13M Buy
2024
Q4
$4.32M Sell
2024
Q3
$4.29M Buy
2024
Q2
$4.06M Sell
2024
Q1
$3.98M Sell
2023
Q4
$3.72M Sell
2023
Q3
$3.8M Sell
2023
Q2
$3.96M Sell
2023
Q1
$3.7M Sell
2022
Q4
$3.55M Buy