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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$860K Buy
2,451
+93
+4% +$32.6K 0.02% 481
2025
Q1 		$749K Buy
2,358
+1,561
+196% +$496K 0.02% 504
2024
Q4 		$266K Buy
+797
New +$266K 0.01% 725