Benchmark Financial 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
$1.12M Buy
3,296
+1,738
+112% +$590K 0.37% 42
2025
Q1
$478K Buy
+1,558
New +$478K 0.18% 61