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Bernardo Wealth Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Bernardo Wealth Planning’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Hold
3,411
– – 0.26% 46
2025
Q1 		$1.08M Hold
3,411
– – 0.26% 41
2024
Q4 		$1.13M Hold
3,411
– – 0.27% 43
2024
Q3 		$1.13M Buy
+3,411
New +$1.13M 0.27% 42