New Wave 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	$2.49M	Buy	7,334 +2,624	+56%	+$891K	1.06%	29
2025 Q1	$1.44M	Buy	4,710 +2,759	+141%	+$846K	0.65%	38
2024 Q4	$629K	Buy	1,951 +51	+3%	+$16.4K	0.26%	59
2024 Q3	$597K	Buy	1,900 +156	+9%	+$49K	0.28%	60
2024 Q2	$519K	Buy	+1,744	New	+$519K	0.28%	60