Focus Partners Advisor Solutions’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
Q2
$4.4M Sell
2025
Q1
$4.01M Buy
2024
Q4
$3.15M Sell
2024
Q3
$4.49M Sell
2024
Q2
$4.38M Buy
2024
Q1
$4.25M Buy
2023
Q4
$548K Sell
2023
Q3
$538K Buy
2023
Q2
$552K Buy
2023
Q1
$482K Buy
2022
Q4
$431K Buy
2022
Q3
$380K Buy
2022
Q2
$329K Sell
2022
Q1
$802K Buy