KDK Private 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	$256K	Buy	754 +1	+0.1%	+$339	0.27%	47
2025 Q1	$231K	Hold	753	–	–	0.26%	47
2024 Q4	$243K	Buy	+753	New	+$243K	0.25%	47