Acorn Financial Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Acorn Financial Advisory Services’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$2.13M	Sell
2023 Q3	$2.01M	Hold
2023 Q2	$2.09M	Hold
2023 Q1	$1.93M	Hold
2022 Q4	$1.81M	Hold
2022 Q3	$1.7M	Buy
2022 Q2	$1.73M	Sell
2022 Q1	$2.22M	Sell
2021 Q4	$2.47M	Sell
2021 Q3	$2.37M	Sell
2021 Q2	$2.61M	Buy
2021 Q1	–	Sell
2020 Q4	$2.44M	Sell
2020 Q3	$2.17M	Sell
2020 Q2	$2.05M	Hold
2020 Q1	$1.69M	Buy
2019 Q4	$2.13M	Buy