Empire Financial Management Company’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
Q3
$257K Sell
2025
Q2
$249K Sell
2025
Q1
$231K Sell
2024
Q4
$245K Sell
2024
Q3
$282K Buy
2024
Q2
$252K Buy
2024
Q1
$218K Buy