SAM

Satovsky Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Buy	+626	New	+$213K	0.05%	57
2025 Q1	–	Sell	-626	Closed	-$202K	–	57
2024 Q4	$202K	Buy	+626	New	+$202K	0.05%	51