Pineridge Advisors’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
2025
Q1
Sell
-416
Closed -$134K 590
2024
Q4
$134K Hold
416
0.05% 76
2024
Q3
$131K Buy
416
+1
+0.2% +$315 0.05% 81
2024
Q2
$123K Hold
415
0.04% 86
2024
Q1
$120K Hold
415
0.04% 79
2023
Q4
$109K Buy
+415
New +$109K 0.04% 106