Everhart Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Everhart Financial Group’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$6.35M	Buy
2024 Q3	$2.01M	Buy
2024 Q2	$272K	Buy
2024 Q1	–	Sell
2023 Q4	$3.29M	Buy
2023 Q1	–	Sell
2022 Q4	$3.26M	Buy