Frank Rimerman Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Frank Rimerman Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell
2025 Q1	$1.41M	Buy
2024 Q4	$489K	Hold
2024 Q3	$478K	Hold
2024 Q2	$452K	Hold
2024 Q1	$439K	Buy
2023 Q4	$302K	Hold
2023 Q3	$271K	Hold
2023 Q2	$281K	Hold
2023 Q1	$260K	Buy