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Fiduciary Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Sell
3,775
-1,685
-31% -$591K 1.25% 15
2025
Q1 		$1.73M Buy
+5,460
New +$1.73M 1.5% 10