Marshall & Sterling Wealth 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	$45.5K	Buy	134 +6	+5%	+$2.04K	0.03%	174
2025 Q1	$39.3K	Buy	+128	New	+$39.3K	0.03%	186