Univest Financial’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 Q2	$743K	Buy	2,189 +26	+1%	+$8.83K	0.04%	165
2025 Q1	$663K	Hold	2,163	–	–	0.04%	182
2024 Q4	$697K	Sell	2,163 -32	-1%	-$10.3K	0.04%	176
2024 Q3	$690K	Buy	+2,195	New	+$690K	0.05%	175