United Advisor 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
2024 Q3	–	Sell	-912	Closed	-$271K	–	350
2024 Q2	$271K	Buy	+912	New	+$271K	0.08%	217
2024 Q1	–	Sell	-933	Closed	-$245K	–	212
2023 Q4	$245K	Buy	+933	New	+$245K	0.3%	48