Aegis Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,750	Closed	-$874K	–	117
2025 Q1	$874K	Buy	+2,750	New	+$874K	0.51%	44