9258 Wealth 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 Q3	$231K	Sell	734 -6	-0.8%	-$1.89K	0.03%	314
2024 Q2	$220K	Buy	740 +17	+2%	+$5.06K	0.03%	317
2024 Q1	$208K	Buy	+723	New	+$208K	0.03%	327
2023 Q1	–	Sell	-3,516	Closed	-$740K	–	327
2022 Q4	$740K	Buy	+3,516	New	+$740K	0.16%	123