Pathstone Holdings’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
$395M Sell
2025
Q1
$358M Sell
2024
Q4
$376M Buy
2024
Q3
$361M Buy
2024
Q2
$340M Sell
2024
Q1
$332M Sell
2023
Q4
$304M Buy