Prosperity Wealth Management’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	$446K	Sell	1,314 -664	-34%	-$226K	0.17%	134
2025 Q1	$607K	Sell	1,978 -48	-2%	-$14.7K	0.29%	80
2024 Q4	$653K	Sell	2,026 -51	-2%	-$16.4K	0.27%	68
2024 Q3	$653K	Buy	2,077 +2	+0.1%	+$629	0.26%	68
2024 Q2	$618K	Buy	+2,075	New	+$618K	0.3%	66