BFSG LLC’s iShares Russell 3000 ETF IWV Stock Holding History

BFSG LLC’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 Q3	$3.41K	Hold
2025 Q2	$3.16K	Hold
2025 Q1	$2.86K	Hold
2024 Q4	$3.01K	Hold
2024 Q3	$2.94K	Hold
2024 Q2	$2.78K	Sell
2024 Q1	$12K	Hold
2023 Q4	$10.9K	Buy