1900 Wealth Management’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
$613K Buy
2025
Q2
$567K Sell
2025
Q1
$536K Buy
2024
Q4
$563K Buy
2024
Q3
$548K Sell
2024
Q2
$640K Buy
2024
Q1
$621K Sell
2023
Q4
$599K Buy