Burling Wealth Partners’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	$263K	Hold	750	–	–	0.05%	156
2025 Q1	$238K	Hold	750	–	–	0.05%	153
2024 Q4	$251K	Buy	+750	New	+$251K	0.05%	153