Beam 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
2023 Q2	–	Sell	-5,008	Closed	-$1.13M	–	111
2023 Q1	$1.13M	Sell	5,008 -165	-3%	-$37.2K	1.13%	31
2022 Q4	$1.09M	Buy	+5,173	New	+$1.09M	1.14%	31