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Cyndeo Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Cyndeo Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$809K Hold
2,305
– – 0.05% 251
2025
Q1 		$732K Hold
2,305
– – 0.05% 251
2024
Q4 		$770K Hold
2,305
– – 0.05% 245
2024
Q3 		$753K Hold
2,305
– – 0.05% 252
2024
Q2 		$711K Buy
+2,305
New +$711K 0.06% 239