GeoWealth Management’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	$113K	Buy	333 +54	+19%	+$18.3K	﹤0.01%	786
2025 Q1	$85.6K	Buy	279 +8	+3%	+$2.45K	﹤0.01%	816
2024 Q4	$87.3K	Buy	271 +54	+25%	+$17.4K	﹤0.01%	1007
2024 Q3	$68.3K	Sell	217 -762	-78%	-$240K	﹤0.01%	985
2024 Q2	$291K	Buy	+979	New	+$291K	0.01%	590