Summit Securities Group’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 Q1	–	Sell	-10	Closed	-$3.22K	–	797
2024 Q4	$3.22K	Buy	+10	New	+$3.22K	﹤0.01%	411
2023 Q3	–	Sell	-2,363	Closed	-$576K	–	635
2023 Q2	$576K	Buy	+2,363	New	+$576K	0.08%	58