Coston McIsaac & Partners’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
$20K Hold
2025
Q1
$18K Hold
2024
Q4
$19K Hold
2024
Q3
$19 Hold
2024
Q2
$18K Hold
2024
Q1
$17K Hold
2023
Q4
$16K Hold
2023
Q3
$14K Hold
2023
Q2
$15K Hold
2023
Q1
$13K Hold
2022
Q4
$13 Hold
2022
Q3
$12K Hold
2022
Q2
$13K Buy