Pallas Capital Advisors’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
Q4
Sell
2025
Q3
$233K Sell
2025
Q2
$246K Sell
2025
Q1
$235K Buy
2024
Q4
$237K Sell
2024
Q3
$237K Hold
2024
Q2
$226K Sell
2024
Q1
$217K Sell
2023
Q4
$226K Sell
2023
Q3
$228K Buy