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

Beaird Harris 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
2025 Q2	$177K	Hold
2025 Q1	$160K	Buy
2024 Q3	–	Sell
2024 Q2	$25K	Hold
2024 Q1	$24.3K	Buy