Lakeshore Capital Group’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	–	Sell	-767	Closed	-$235K	–	79
2025 Q1	$235K	Hold	767	–	–	0.23%	73
2024 Q4	$247K	Buy	+767	New	+$247K	0.37%	55