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Holistic Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Holistic Financial Partners’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-360
Closed -$56K – 206
2018
Q1 		$56K Hold
360
– – 0.05% 181
2017
Q4 		$57K Buy
+360
New +$57K 0.05% 184