Bleakley Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell
2024 Q4	$2.27M	Buy
2024 Q3	$1.18M	Sell
2024 Q2	$1.23M	Sell
2024 Q1	$1.25M	Buy
2023 Q4	$1.06M	Sell
2023 Q3	$989K	Sell
2023 Q2	$1.08M	Sell
2023 Q1	$1.12M	Sell
2022 Q4	$1.7M	Buy