Monograph 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	$397K	Buy	+1,170	New	+$397K	0.05%	92
2022 Q2	–	Sell	-1,713	Closed	-$428K	–	83
2022 Q1	$428K	Buy	1,713 +5	+0.3%	+$1.25K	0.11%	57
2021 Q4	$452K	Buy	+1,708	New	+$452K	0.11%	54