9258 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
2024
Q3
$2.56M Sell
2024
Q2
$2.58M Sell
2024
Q1
$2.54M Buy
2023
Q4
$2.29M Sell
2023
Q3
$2.13M Buy
2023
Q2
$2.13M Buy
2023
Q1
$1.05M Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.08M Sell
2022
Q2
$1.38M Sell
2022
Q1
$1.81M Buy
2021
Q4
$916K Buy