Kapstone Financial 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	$238K	Hold	700	–	–	0.12%	96
2025 Q1	$215K	Hold	700	–	–	0.12%	97
2024 Q4	$232K	Hold	700	–	–	0.12%	95
2024 Q3	$219K	Hold	700	–	–	0.13%	98
2024 Q2	$208K	Hold	700	–	–	0.14%	97
2024 Q1	$202K	Buy	+700	New	+$202K	0.14%	101