Baring 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
$915K Sell
2,606
-59
-2% -$20.7K 0.68% 37
2025
Q1
$847K Sell
2,665
-911
-25% -$289K 0.71% 38
2024
Q4
$1.2M Buy
+3,576
New +$1.2M 1.07% 33