Congress Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.32M	Buy	9,771 +6,028	+161%	+$1.89M	0.03%	464
2025 Q1	$1.15M	Sell	3,743 -893	-19%	-$289K	0.01%	602
2024 Q4	$1.49M	Buy	4,636 +2,185	+89%	+$708K	0.02%	454
2024 Q3	$771K	Buy	2,451 +91	+4%	+$27.6K	0.01%	561
2024 Q2	$702K	Buy	2,360 +180	+8%	+$51.7K	0.01%	483
2024 Q1	$628K	Sell	2,180 -2,091	-49%	-$573K	0.01%	429
2023 Q4	$1.12M	Buy	4,271 +2,995	+235%	+$733K	0.02%	379
2023 Q3	$300K	Hold	1,276	–	–	0.01%	523
2023 Q2	$311K	Sell	1,276 -45	-3%	-$10.4K	0.01%	481
2023 Q1	$298K	Sell	1,321 -27	-2%	-$5.94K	0.01%	483
2022 Q4	$284K	Buy	1,348 +290	+27%	+$61.4K	0.01%	490
2022 Q3	$209K	Hold	1,058	–	–	0.01%	521
2022 Q2	$220K	Sell	1,058 -314	-23%	-$71K	0.01%	521
2022 Q1	$343K	Sell	1,372 -1,299	-49%	-$321K	0.01%	490
2021 Q4	$706K	Buy	+2,671	New	+$688K	0.01%	415