Iams Wealth 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	$529K	Buy	+1,559	New	+$529K	0.24%	109
2025 Q1	–	Sell	-1,547	Closed	-$498K	–	164
2024 Q4	$498K	Buy	+1,547	New	+$498K	0.23%	108