Beaird Harris Wealth Management’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	$177K	Hold	504	–	–	0.01%	136
2025 Q1	$160K	Buy	+504	New	+$160K	0.01%	134
2024 Q3	–	Sell	-81	Closed	-$25K	–	638
2024 Q2	$25K	Hold	81	–	–	﹤0.01%	283
2024 Q1	$24.3K	Buy	+81	New	+$24.3K	﹤0.01%	261