Stonebridge Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$15.9K	–	575
2025 Q1	$15.9K	Hold	50	–	–	﹤0.01%	534
2024 Q4	$16.7K	Buy	+50	New	+$16.7K	﹤0.01%	517