Family Office Research’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.23M	Sell	9,188 -73	-0.8%	-$25.6K	1.53%	13
2025 Q1	$2.94M	Sell	9,261 -1,159	-11%	-$368K	1.43%	13
2024 Q4	$3.48M	Buy	+10,420	New	+$3.48M	1.53%	11