P.J. Schmidt Investment Management (PJS)’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,240
Closed -$511K 176
2022
Q1
$511K Sell
2,240
-801
-26% -$183K 0.11% 108
2021
Q4
$759K Buy
+3,041
New +$759K 0.15% 99