Allium Financial 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	$249K	Hold	732	–	–	0.18%	71
2025 Q1	$225K	Buy	+732	New	+$225K	0.2%	71