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AGH Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

AGH Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$875K Hold
2,494
– – 0.72% 26
2025
Q1 		$792K Hold
2,494
– – 0.76% 28
2024
Q4 		$834K Buy
+2,494
New +$834K 0.77% 28