RFG - Bristol 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	$307K	Sell	903 -88	-9%	-$29.9K	0.1%	144
2025 Q1	$304K	Sell	991 -449	-31%	-$138K	0.1%	136
2024 Q4	$464K	Buy	+1,440	New	+$464K	0.15%	103