Fermata Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fermata Advisors’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$629K	Sell
2025 Q2	$615K	Hold
2025 Q1	$556K	Sell
2024 Q4	$621K	Sell
2024 Q3	$918K	Sell
2024 Q2	$915K	Buy
2024 Q1	$854K	Buy