Atala Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Hold
3,319
0.8% 41
2025
Q1
$1.05M Sell
3,319
-150
-4% -$47.6K 0.77% 40
2024
Q4
$1.16M Buy
+3,469
New +$1.16M 0.81% 37