Great Valley Advisor Group’s iShares Russell 3000 ETF IWV Stock Holding History

Great Valley Advisor Group’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	$1.01M	Buy
2025 Q2	$860K	Buy
2025 Q1	$749K	Buy
2024 Q4	$266K	Buy