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

Ariadne Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,547
Closed -$14.4M – 223
2024
Q4 		$14.4M Sell
41,547
-1,000
-2% -$346K 6.58% 1
2024
Q3 		$14.5M Buy
+42,547
New +$14.5M 7.9% 1