EPG 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
2024 Q2	–	Sell	-115	Closed	-$34.3K	–	335
2024 Q1	$34.5K	Hold	115	–	–	0.01%	332
2023 Q4	$32.5K	Hold	115	–	–	0.01%	322
2023 Q3	$28.2K	Hold	115	–	–	0.01%	324
2023 Q2	$29.3K	Hold	115	–	–	0.01%	317
2023 Q1	$27.1K	Hold	115	–	–	0.01%	323
2022 Q4	$25.4K	Hold	115	–	–	0.01%	298
2022 Q3	$24K	Buy	+115	New	+$26.5K	0.01%	302
2022 Q2	–	Sell	-125	Closed	-$33K	–	312
2022 Q1	$33K	Hold	125	–	–	0.01%	309
2021 Q4	$35K	Hold	125	–	–	0.01%	307
2021 Q3	$32K	Buy	+125	New	+$32.7K	0.01%	293
2020 Q2	–	Sell	-125	Closed	-$19K	–	466
2020 Q1	$19K	Hold	125	–	–	0.01%	402
2019 Q4	$24K	Buy	+125	New	+$22.5K	0.02%	321