1620 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56.1K Hold
2025
Q2
$51.9K Sell
2025
Q1
$62.9K Sell
2024
Q4
$97.9K Hold
2024
Q3
$95.7K Hold
2024
Q2
$90.4K Buy
2023
Q3
Sell
2023
Q2
$2.56M Buy