Ridgeline Wealth’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	$515K	Sell	1,516 -41	-3%	-$13.9K	0.42%	29
2025 Q1	$478K	Sell	1,557 -4	-0.3%	-$1.23K	0.41%	31
2024 Q4	$503K	Buy	+1,561	New	+$503K	0.41%	34