Financial Gravity Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2025
Q1
$131K Buy
2024
Q2
$312K Sell
2024
Q1
$580K Sell
2023
Q4
$2.16M Buy
2023
Q3
$1.88M Buy
2023
Q2
$258 Hold
2023
Q1
$240 Buy