Abound Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Abound Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Hold	305	–	–	0.03%	135
2026 Q1	$113K	Hold	305	–	–	0.03%	143
2025 Q4	$118K	Sell	305 -38	-11%	-$14.6K	0.03%	123
2025 Q3	$130K	Hold	343	–	–	0.03%	110
2025 Q2	$120K	Hold	343	–	–	0.03%	110
2025 Q1	$109K	Sell	343 -45	-12%	-$15.1K	0.04%	103
2024 Q4	$130K	Hold	388	–	–	0.04%	87
2024 Q3	$127K	Hold	388	–	–	0.04%	89
2024 Q2	$120K	Hold	388	–	–	0.04%	81
2024 Q1	$116K	Hold	388	–	–	0.04%	84
2023 Q4	$106K	Sell	388 -29	-7%	-$7.39K	0.04%	85
2023 Q3	$102K	Hold	417	–	–	0.04%	73
2023 Q2	$106K	Buy	417 +1	+0.2%	+$240	0.04%	74
2023 Q1	$98K	Sell	416 -41	-9%	-$9.46K	0.04%	74
2022 Q4	$101K	Buy	457 +1	+0.2%	+$222	0.05%	65
2022 Q3	$94.4K	Buy	456 +1	+0.2%	+$230	0.05%	62
2022 Q2	$99K	Hold	455	–	–	0.06%	49
2022 Q1	$119K	Buy	455 +1	+0.2%	+$259	0.09%	49
2021 Q4	$126K	Buy	+454	New	+$123K	0.1%	46

Other funds holding IWV

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return