Ethos Financial Group’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	$10M	Sell	29,534 -31,518	-52%	-$10.7M	0.86%	29
2025 Q1	$18.7M	Buy	61,052 +60,030	+5,874%	+$18.4M	1.79%	11
2024 Q4	$329K	Buy	+1,022	New	+$329K	0.04%	206