Relative Value Partners 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
2024
Q2
$1.01M Sell
2024
Q1
$4.06M Sell
2023
Q4
$4.28M Buy
2023
Q3
$3.54M Sell
2023
Q2
$3.67M Buy
2023
Q1
$3.39M Sell
2022
Q4
$3.19M Sell
2022
Q3
$3.51M Buy
2022
Q2
$3.16M Buy
2022
Q1
$2.41M Buy