Congress Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	5,659 +1,574	+39%	+$511K	0.02%	558
2025 Q1	$1.3M	Buy	4,085 +2	+0%	+$671	0.02%	571
2024 Q4	$1.36M	Sell	4,083 -1,100	-21%	-$370K	0.02%	467
2024 Q3	$1.69M	Buy	5,183 +2,335	+82%	+$735K	0.02%	449
2024 Q2	$879K	Buy	+2,848	New	+$850K	0.01%	451
2024 Q1	–	Sell	-1,540	Closed	-$422K	–	612
2023 Q4	$422K	Sell	1,540 -2,368	-61%	-$604K	0.01%	488
2023 Q3	$958K	Buy	3,908 +2,893	+285%	+$739K	0.02%	382
2023 Q2	$258K	Hold	1,015	–	–	0.01%	503
2023 Q1	$239K	Sell	1,015 -1,435	-59%	-$331K	0.01%	516
2022 Q4	$541K	Buy	2,450 +435	+22%	+$96.7K	0.01%	395
2022 Q3	$418K	Buy	2,015 +60	+3%	+$13.8K	0.01%	427
2022 Q2	$425K	Buy	1,955 +940	+93%	+$223K	0.01%	429
2022 Q1	$266K	Sell	1,015 -3,505	-78%	-$907K	0.01%	535
2021 Q4	$1.25M	Buy	+4,520	New	+$1.22M	0.03%	348