Benjamin Edwards Inc’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	$503K	Buy	1,434 +658	+85%	+$231K	0.01%	847
2025 Q1	$246K	Sell	776 -2,645	-77%	-$840K	﹤0.01%	986
2024 Q4	$1.14M	Sell	3,421 -61	-2%	-$20.4K	0.02%	569
2024 Q3	$1.14M	Buy	+3,482	New	+$1.14M	0.02%	562