Sightline Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.26M	Sell	6,350 -45	-0.7%	-$16.8K	0.96%	25
2025 Q4	$2.39M	Buy	6,395 +1,596	+33%	+$591K	1.02%	24
2025 Q3	$1.75M	Buy	4,799 +6	+0.1%	+$2.11K	0.79%	26
2025 Q2	$1.63M	Buy	4,793 +5	+0.1%	+$1.57K	0.79%	26
2025 Q1	$1.47M	Sell	4,788 -175	-4%	-$56.6K	0.77%	29
2024 Q4	$1.6M	Buy	4,963 +7	+0.1%	+$2.27K	0.86%	24
2024 Q3	$1.56M	Buy	4,956 +7	+0.1%	+$2.12K	0.86%	24
2024 Q2	$1.47M	Buy	4,949 +5	+0.1%	+$1.44K	0.92%	21
2024 Q1	$1.42M	Buy	4,944 +6	+0.1%	+$1.64K	0.94%	24
2023 Q4	$1.29M	Buy	4,938 +17	+0.3%	+$4.16K	0.98%	21
2023 Q3	$1.16M	Buy	4,921 +6	+0.1%	+$1.47K	1.08%	21
2023 Q2	$1.11M	Hold	4,915	–	–	1.1%	20
2023 Q1	$1.11M	Buy	4,915 +8	+0.2%	+$1.76K	1.13%	20
2022 Q4	$1.03M	Buy	4,907 +574	+13%	+$122K	1.11%	20
2022 Q3	$877K	Hold	4,333	–	–	1.03%	16
2022 Q2	$896K	Buy	4,333 +4	+0.1%	+$904	0.88%	19
2022 Q1	$1.08M	Sell	4,329 -556	-11%	-$137K	0.9%	18
2021 Q4	$1.3M	Buy	4,885 +10	+0.2%	+$2.57K	1.16%	13
2021 Q3	$1.18M	Hold	4,875	–	–	0.98%	17
2021 Q2	$1.18M	Buy	4,875 +8	+0.2%	+$1.89K	0.98%	16
2021 Q1	$1.09M	Sell	4,867 -200	-4%	-$43.8K	1.01%	16
2020 Q4	$1.07M	Buy	+5,067	New	+$1.01M	1.06%	14