Avant Financial Advisors’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	$2.06M	Buy	5,855 +728	+14%	+$256K	1.69%	21
2025 Q1	$1.63M	Buy	5,127 +170	+3%	+$54K	1.48%	22
2024 Q4	$1.66M	Buy	+4,957	New	+$1.66M	1.52%	21