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Caerus Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Caerus Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,155
Closed -$251K – 61
2022
Q2 		$251K Buy
+1,155
New +$251K 0.3% 56