Fiduciary 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	$2.82M	Sell	8,319 -43	-0.5%	-$14.6K	0.51%	38
2025 Q1	$2.41M	Hold	8,362	–	–	0.52%	38
2024 Q4	$2.67M	Hold	8,362	–	–	0.58%	35
2024 Q3	$2.62M	Sell	8,362 -102	-1%	-$32K	0.6%	33
2024 Q2	$2.62M	Buy	+8,464	New	+$2.62M	0.63%	35