FWM
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Fairhaven Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,641
Closed -$814K 120
2020
Q4
$814K Hold
3,641
0.36% 47
2020
Q3
$713K Hold
3,641
0.42% 45
2020
Q2
$656K Hold
3,641
0.43% 46
2020
Q1
$540K Buy
+3,641
New +$540K 0.49% 41