Premier Path Wealth Partners’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 Q1	–	Sell	-1,476	Closed	-$476K	–	381
2024 Q4	$476K	Buy	+1,476	New	+$476K	0.07%	240
2024 Q1	–	Sell	-6,136	Closed	-$1.61M	–	354
2023 Q4	$1.61M	Buy	+6,136	New	+$1.61M	0.36%	62