FORM Wealth Advisors’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
$688K Buy
2,026
+309
+18% +$105K 0.08% 31
2025
Q1
$527K Buy
+1,717
New +$527K 0.07% 31