Cape Investment Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Cape Investment Advisory’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 Q2	$106K	Buy
2025 Q1	$96K	Hold
2024 Q4	$101K	Buy
2024 Q3	$96.2K	Buy
2024 Q2	$88.9K	Hold
2024 Q1	$86.3K	Buy
2023 Q4	$78.6K	Buy
2023 Q3	$70.1K	Hold
2023 Q2	$72.8K	Hold
2023 Q1	$67.3K	Buy