BWA

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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$479K	Hold	1,364	–	–	0.11%	70
2025 Q1	$433K	Hold	1,364	–	–	0.11%	66
2024 Q4	$456K	Sell	1,364 -343	-20%	-$115K	0.12%	67
2024 Q3	$558K	Hold	1,707	–	–	0.14%	59
2024 Q2	$527K	Hold	1,707	–	–	0.14%	57
2024 Q1	$512K	Hold	1,707	–	–	0.13%	64
2023 Q4	$467K	Hold	1,707	–	–	0.13%	60
2023 Q3	$418K	Hold	1,707	–	–	0.13%	59
2023 Q2	$434K	Hold	1,707	–	–	0.13%	62
2023 Q1	$402K	Hold	1,707	–	–	0.12%	64
2022 Q4	$377K	Hold	1,707	–	–	0.13%	69
2022 Q3	$353K	Hold	1,707	–	–	0.14%	56
2022 Q2	$371K	Hold	1,707	–	–	0.13%	59
2022 Q1	$448K	Buy	1,707 +583	+52%	+$153K	0.13%	56
2021 Q4	$312K	Sell	1,124 -30	-3%	-$8.33K	0.1%	69
2021 Q3	$294K	Hold	1,154	–	–	0.09%	74
2021 Q2	$295K	Hold	1,154	–	–	0.11%	70
2021 Q1	$274K	Hold	1,154	–	–	0.1%	74
2020 Q4	$258K	Sell	1,154 -46	-4%	-$10.3K	0.09%	75
2020 Q3	$235K	Hold	1,200	–	–	0.09%	72
2020 Q2	$216K	Hold	1,200	–	–	0.09%	72
2020 Q1	$178K	Hold	1,200	–	–	0.08%	81
2019 Q4	$226K	Hold	1,200	–	–	0.09%	75
2019 Q3	$209K	Hold	1,200	–	–	0.09%	80
2019 Q2	$207K	Hold	1,200	–	–	0.09%	78
2019 Q1	$200K	Hold	1,200	–	–	0.09%	81
2018 Q4	$176K	Hold	1,200	–	–	0.08%	88
2018 Q3	$207K	Hold	1,200	–	–	0.09%	81
2018 Q2	$195K	Hold	1,200	–	–	0.09%	77
2018 Q1	$188K	Hold	1,200	–	–	0.1%	77
2017 Q4	$190K	Hold	1,200	–	–	0.12%	78
2017 Q3	$179K	Hold	1,200	–	–	0.12%	76
2017 Q2	$172K	Hold	1,200	–	–	0.12%	78
2017 Q1	$168K	Hold	1,200	–	–	0.12%	73
2016 Q4	$160K	Hold	1,200	–	–	0.14%	83
2016 Q3	$153K	Hold	1,200	–	–	0.16%	73
2016 Q2	$148K	Hold	1,200	–	–	0.16%	74
2016 Q1	$145K	Sell	1,200 -1,200	-50%	-$145K	0.13%	77
2015 Q4	$158K	Buy	2,400 +1,200	+100%	+$79K	0.13%	78
2015 Q3	$136K	Hold	1,200	–	–	0.17%	70
2015 Q2	$149K	Buy	+1,200	New	+$149K	0.16%	72