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

Avior Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+511	New	+$211K	0.01%	737
2025 Q1	–	Sell	-127	Closed	-$42.6K	–	1546
2024 Q4	$42.6K	Buy	127 +71	+127%	+$23.9K	﹤0.01%	1196
2024 Q3	$18.4K	Hold	56	–	–	﹤0.01%	1391
2024 Q2	$17.4K	Sell	56 -107	-66%	-$31.9K	﹤0.01%	1374
2024 Q1	$48.9K	Buy	163 +113	+226%	+$32.2K	﹤0.01%	1242
2023 Q4	$13.7K	Hold	50	–	–	﹤0.01%	941
2023 Q3	$12.3K	Hold	50	–	–	﹤0.01%	1013
2023 Q2	$12.7K	Hold	50	–	–	﹤0.01%	989
2023 Q1	$11.8K	Hold	50	–	–	﹤0.01%	1028
2022 Q4	$11K	Hold	50	–	–	﹤0.01%	839
2022 Q3	$10K	Buy	50 +45	+900%	+$10.4K	﹤0.01%	849
2022 Q2	$1K	Sell	5 -2	-29%	-$474	﹤0.01%	999
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1037
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1028
2021 Q3	$1K	Buy	7 +2	+40%	+$524	﹤0.01%	1002
2021 Q2	$1K	Buy	+5	New	+$1.25K	﹤0.01%	973

Other funds holding IWV

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return