HBC Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$136K	Buy	409 +7	+2%	+$2.36K	0.08%	41
2024 Q3	$133K	Buy	402 +1	+0.2%	+$315	0.08%	42
2024 Q2	$124K	Hold	401	–	–	0.08%	43
2024 Q1	$115K	Buy	401 +1	+0.3%	+$285	0.08%	42
2023 Q4	$109K	Buy	400 +1	+0.3%	+$255	0.07%	42
2023 Q3	$97K	Buy	399 +60	+18%	+$15.3K	0.07%	42
2023 Q2	$88K	Sell	339 -39	-10%	-$9.38K	0.06%	49
2023 Q1	$89K	Hold	378	–	–	0.07%	46
2022 Q4	$83K	Buy	378 +2	+0.5%	+$444	0.07%	47
2022 Q3	$77K	Hold	376	–	–	0.06%	43
2022 Q2	$84K	Buy	376 +1	+0.3%	+$237	0.07%	42
2022 Q1	$90K	Sell	375 -4	-1%	-$1.03K	0.07%	44
2021 Q4	$105K	Buy	379 +27	+8%	+$7.31K	0.07%	42
2021 Q3	$91K	Sell	352 -19	-5%	-$4.97K	0.06%	44
2021 Q2	$93K	Buy	371 +1	+0.3%	+$249	0.06%	46
2021 Q1	$92.3K	Buy	370 +5	+1%	+$1.16K	0.06%	46
2020 Q4	$83K	Hold	365	–	–	0.06%	43
2020 Q3	$76K	Buy	365 +1	+0.3%	+$193	0.06%	40
2020 Q2	$68K	Sell	364 -64	-15%	-$10.8K	0.06%	49
2020 Q1	$60K	Sell	428 -18	-4%	-$3.2K	0.07%	45
2019 Q4	$84K	Buy	+446	New	+$80.4K	0.07%	47