LexAurum Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LexAurum Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	662	–	–	0.03%	352
2026 Q1	$236K	Buy	+662	New	+$247K	0.03%	360
2025 Q3	$240K	Hold	657	–	–	0.03%	334
2025 Q2	$223K	Hold	657	–	–	0.04%	326
2025 Q1	$202K	Sell	657 -1	-0.2%	-$323	0.04%	331
2024 Q4	$212K	Sell	658 -65	-9%	-$21.1K	0.04%	307
2024 Q3	$227K	Hold	723	–	–	0.05%	279
2024 Q2	$215K	Hold	723	–	–	0.05%	271
2024 Q1	$208K	Buy	+723	New	+$198K	0.05%	278
2022 Q1	–	Sell	-855	Closed	-$226K	–	269
2021 Q4	$226K	Hold	855	–	–	0.07%	231
2021 Q3	$207K	Hold	855	–	–	0.06%	262
2021 Q2	$207K	Buy	+855	New	+$201K	0.06%	270

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return