Acorn Wealth 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 Q2	$692K	Hold	2,038	–	–	0.26%	83
2025 Q1	$625K	Hold	2,038	–	–	0.26%	87
2024 Q4	$657K	Hold	2,038	–	–	0.27%	80
2024 Q3	$641K	Hold	2,038	–	–	0.28%	76
2024 Q2	$606K	Hold	2,038	–	–	0.3%	72
2024 Q1	$587K	Hold	2,038	–	–	0.31%	72
2023 Q4	$534K	Hold	2,038	–	–	0.32%	72
2023 Q3	$479K	Hold	2,038	–	–	0.32%	76
2023 Q2	$497K	Hold	2,038	–	–	0.34%	76
2023 Q1	$459K	Hold	2,038	–	–	0.34%	70
2022 Q4	$429K	Hold	2,038	–	–	0.33%	74
2022 Q3	$402K	Hold	2,038	–	–	0.33%	75
2022 Q2	$423K	Hold	2,038	–	–	0.33%	76
2022 Q1	$510K	Hold	2,038	–	–	0.35%	69
2021 Q4	$539K	Hold	2,038	–	–	0.34%	72
2021 Q3	$493K	Hold	2,038	–	–	0.34%	70
2021 Q2	$493K	Hold	2,038	–	–	0.34%	72
2021 Q1	$456K	Hold	2,038	–	–	0.33%	73
2020 Q4	$432K	Hold	2,038	–	–	0.34%	66
2020 Q3	$381K	Hold	2,038	–	–	0.33%	64
2020 Q2	$350K	Hold	2,038	–	–	0.33%	63
2020 Q1	$291K	Hold	2,038	–	–	0.33%	64
2019 Q4	$365K	Hold	2,038	–	–	0.31%	68
2019 Q3	$349K	Hold	2,038	–	–	0.3%	70
2019 Q2	$332K	Hold	2,038	–	–	0.3%	66
2019 Q1	$329K	Hold	2,038	–	–	0.3%	69
2018 Q4	$291K	Hold	2,038	–	–	0.3%	69
2018 Q3	$309K	Hold	2,038	–	–	0.3%	75
2018 Q2	$311K	Hold	2,038	–	–	0.26%	74
2018 Q1	$303K	Hold	2,038	–	–	0.26%	75
2017 Q4	$310K	Buy	+2,038	New	+$310K	0.28%	70