Granite Bay Wealth Management’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
2024
Q1
Sell
-9,828
Closed -$2.51M 184
2023
Q4
$2.51M Hold
9,828
0.02% 156
2023
Q3
$2.51M Buy
+9,828
New +$2.51M 0.02% 158