Unique Wealth’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 Q1	–	Sell	-620	Closed	-$207K	–	159
2024 Q4	$207K	Buy	+620	New	+$207K	0.04%	137