Finley Financial’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
$24.7M Sell
70,441
-283
-0.4% -$99.3K 12.43% 1
2025
Q1
$22.3M Sell
70,724
-148
-0.2% -$46.6K 12.42% 1
2024
Q4
$24M Buy
+70,872
New +$24M 12.5% 1