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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$809K	Hold
2025 Q1	$732K	Hold
2024 Q4	$770K	Hold
2024 Q3	$753K	Hold
2024 Q2	$711K	Buy