Bordeaux Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bordeaux Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$246K	Hold
2024 Q3	$241K	Hold
2024 Q2	$227K	Hold
2024 Q1	$221K	Buy
2022 Q1	–	Sell
2021 Q4	$437K	Buy