Poinciana Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Hold	1,601	–	–	0.51%	32
2025 Q1	$509K	Hold	1,601	–	–	0.53%	28
2024 Q4	$535K	Buy	+1,601	New	+$535K	0.54%	29