Northstar Group’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
Q3
$924K Hold
2025
Q2
$859K Hold
2025
Q1
$776K Hold
2024
Q4
$815K Buy
2024
Q3
$772K Buy
2024
Q2
$534K Buy
2024
Q1
$457K Hold
2023
Q4
$416K Hold
2023
Q3
$373K Hold
2023
Q2
$387K Hold
2023
Q1
$357K Buy