Ethos Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Ethos Financial Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.8M	Buy
2025 Q2	$10M	Sell
2025 Q1	$18.7M	Buy
2024 Q4	$329K	Buy