Fiduciary Alliance’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	$597K	Buy	+1,700	New	+$597K	0.04%	302
2023 Q3	–	Sell	-278	Closed	-$70.7K	–	560
2023 Q2	$70.7K	Buy	+278	New	+$70.7K	0.02%	265
2023 Q1	–	Sell	-276	Closed	-$61K	–	501
2022 Q4	$61K	Buy	+276	New	+$61K	0.02%	208