MidAtlantic Capital 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
$295K Hold
2025
Q1
$267K Hold
2024
Q4
$280K Hold
2024
Q3
$273K Buy
2024
Q2
$185K Hold
2024
Q1
$179K Hold
2023
Q4
$163K Buy