Estate Counselors’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	–	Sell	-835	Closed	-$265K	–	105
2025 Q1	$265K	Sell	835 -5,280	-86%	-$1.77M	0.03%	88
2024 Q4	$2.04M	Buy	6,115 +180	+3%	+$60.6K	0.22%	54
2024 Q3	$1.94M	Sell	5,935 -1,965	-25%	-$618K	0.2%	45
2024 Q2	$2.44M	Buy	7,900 +35	+0.4%	+$10.4K	0.27%	34
2024 Q1	$2.36M	Sell	7,865 -11,265	-59%	-$3.21M	0.27%	36
2023 Q4	$5.24M	Buy	19,130 +8,180	+75%	+$2.09M	0.65%	34
2023 Q3	$2.68M	Sell	10,950 -1,815	-14%	-$464K	0.36%	46
2023 Q2	$3.25M	Buy	12,765 +1,120	+10%	+$269K	0.41%	43
2023 Q1	$2.74M	Sell	11,645 -78,015	-87%	-$18M	0.36%	43
2022 Q4	$19.8M	Buy	+89,660	New	+$19.9M	2.77%	11