Rossmore Private Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Rossmore Private Capital’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.23M	Hold
2025 Q2	$2.07M	Hold
2025 Q1	$1.87M	Hold
2024 Q4	$1.96M	Sell
2024 Q3	$1.93M	Hold
2024 Q2	$1.83M	Hold
2024 Q1	$1.77M	Sell
2023 Q4	$1.61M	Sell
2023 Q3	$1.5M	Hold
2023 Q2	$1.56M	Hold
2023 Q1	$1.44M	Hold
2022 Q4	$1.35M	Sell
2022 Q3	$1.59M	Hold
2022 Q2	$1.67M	Hold
2022 Q1	$2.01M	Hold
2021 Q4	$2.13M	Hold
2021 Q3	$1.95M	Hold
2021 Q2	$1.95M	Hold
2021 Q1	$1.8M	Hold
2020 Q4	$1.71M	Hold
2020 Q3	$1.51M	Buy
2020 Q1	–	Sell
2019 Q4	$250K	Sell
2019 Q3	$253K	Sell
2019 Q2	$295K	Hold
2019 Q1	$286K	Hold
2018 Q4	$252K	Sell
2018 Q3	$323K	Hold
2018 Q2	$304K	Hold
2018 Q1	$294K	Buy