MPW
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Monterey Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Monterey Private Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,320
Closed -$589K – 115
2022
Q1 		$589K Buy
+2,320
New +$589K 0.28% 53