Harvest Investment Services’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
2025 Q2	$1.77M	Sell	5,031 -35	-0.7%	-$12.3K	0.39%	71
2025 Q1	$1.61M	Buy	+5,066	New	+$1.61M	0.45%	52
2020 Q1	–	Sell	-2,193	Closed	-$413K	–	132
2019 Q4	$413K	Buy	+2,193	New	+$413K	0.22%	74