GLOBALT Investments’s iShares Russell 3000 ETF IWV Stock Holding History

GLOBALT Investments’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 Q3	$374K	Hold
2025 Q2	$347K	Sell
2025 Q1	$461K	Sell
2024 Q4	$538K	Hold
2024 Q3	$526K	Sell
2024 Q2	$506K	Sell
2024 Q1	$521K	Hold
2023 Q4	$475K	Buy