Heritage Oak 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
2024 Q4	–	Sell	-1,900	Closed	-$597K	–	123
2024 Q3	$597K	Buy	+1,900	New	+$597K	0.28%	60