Independent Advisor Alliance’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
Q1
Sell
-81,612
Closed -$27.3M 1107
2024
Q4
$27.3M Buy
+81,612
New +$27.3M 0.36% 55
2020
Q1
Sell
-4,445
Closed -$838K 632
2019
Q4
$838K Buy
+4,445
New +$838K 0.04% 410