FA
Fiducient Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
8,691
-696
| -7% | -$244K | 0.37% | 44 |
|
|
2025
Q1 | $2.98M | Buy |
9,387
+6,332
| +207% | +$2.01M | 0.37% | 39 |
|
|
2024
Q4 | $1.02M | Sell |
3,055
-6,380
| -68% | -$2.13M | 0.13% | 72 |
|
|
2024
Q3 | $3.08M | Sell |
9,435
-2,976
| -24% | -$972K | 0.36% | 35 |
|
|
2024
Q2 | $3.83M | Buy |
+12,411
| New | +$3.83M | 0.53% | 30 |
|