Saxony Capital Management’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
2024
Q1
Sell
-2,335
Closed -$612K 125
2023
Q4
$612K Buy
+2,335
New +$612K 0.81% 33