Allen Mooney & Barnes Investment Advisors’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
Q2
Sell
2025
Q1
$1.34M Hold
2024
Q4
$1.4M Hold
2024
Q3
$1.37M Sell
2024
Q2
$2.57M Hold
2024
Q1
$2.47M Hold
2023
Q4
$2.28M Hold
2023
Q3
$2.04M Hold
2023
Q2
$2.12M Buy