AssuredPartners Investment 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	$466K	Hold	1,372	–	–	0.11%	142
2025 Q1	$421K	Buy	1,372 +37	+3%	+$11.3K	0.08%	222
2024 Q4	$430K	Buy	+1,335	New	+$430K	0.08%	214