Lewis Asset 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	$259K	Buy	762 +1	+0.1%	+$340	0.12%	153
2025 Q1	$233K	Sell	761 -24	-3%	-$7.36K	0.19%	110
2024 Q4	$253K	Buy	785 +1	+0.1%	+$322	0.19%	111
2024 Q3	$246K	Buy	+784	New	+$246K	0.18%	114