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Capital Performance Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Performance Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+573
New +$201K 0.04% 253
2024
Q4 		– Sell
-573
Closed -$187K – 1405
2024
Q3 		$187K Buy
+573
New +$187K 0.06% 114