Aprio 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
2026 Q1	$1.01M	Hold	2,729	–	–	0.06%	204
2025 Q4	$1.06M	Hold	2,729	–	–	0.06%	187
2025 Q3	$1.03M	Hold	2,729	–	–	0.1%	123
2025 Q2	$958K	Hold	2,729	–	–	0.11%	114
2025 Q1	$867K	Hold	2,729	–	–	0.11%	119
2024 Q4	$912K	Hold	2,729	–	–	0.13%	92
2024 Q3	$892K	Hold	2,729	–	–	0.14%	89
2024 Q2	$842K	Hold	2,729	–	–	0.15%	82
2024 Q1	$819K	Hold	2,729	–	–	0.16%	77
2023 Q4	$747K	Hold	2,729	–	–	0.17%	75
2023 Q3	$669K	Hold	2,729	–	–	0.18%	68
2023 Q2	$694K	Hold	2,729	–	–	0.19%	59
2023 Q1	$642K	Hold	2,729	–	–	0.2%	51
2022 Q4	$602K	Hold	2,729	–	–	0.21%	53
2022 Q3	$565K	Buy	+2,729	New	+$628K	0.23%	52