GC Wealth Management RIA’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
$1.72M Sell
2025
Q2
$1.63M Sell
2025
Q1
$1.48M Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.56M Sell
2024
Q2
$1.48M Hold
2024
Q1
$1.44M Buy
2023
Q4
$1.27M Buy