Watershed Private Wealth’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	–	Sell	-682	Closed	-$209K	–	109
2025 Q1	$209K	Sell	682 -23	-3%	-$7.06K	0.08%	110
2024 Q4	$227K	Hold	705	–	–	0.09%	107
2024 Q3	$222K	Buy	+705	New	+$222K	0.09%	107