Seneschal 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
$218K Buy
+643
New +$218K 0.17% 38
2025
Q1
Sell
-643
Closed -$207K 35
2024
Q4
$207K Buy
+643
New +$207K 0.17% 34