Householder Group Estate & Retirement Specialist’s iShares Russell 3000 ETF IWV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell
2024 Q3	$20K	Sell
2024 Q2	$23K	Hold
2024 Q1	$22.8K	Hold
2023 Q4	$20K	Sell
2023 Q3	$23.8K	Buy
2023 Q1	$12K	Buy
2022 Q4	–	Sell
2022 Q3	$10K	Buy