Intelligence Driven Advisers’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
2026 Q1	$4.17M	Sell	11,249 -576	-5%	-$223K	0.73%	19
2025 Q4	$4.57M	Sell	11,825 -605	-5%	-$232K	0.65%	21
2025 Q3	$4.71M	Sell	12,430 -936	-7%	-$341K	0.65%	19
2025 Q2	$4.69M	Sell	13,366 -1,024	-7%	-$333K	0.71%	19
2025 Q1	$4.57M	Sell	14,390 -510	-3%	-$171K	0.88%	17
2024 Q4	$4.98M	Sell	14,900 -10,293	-41%	-$3.46M	0.94%	16
2024 Q3	$8.23M	Sell	25,193 -1,617	-6%	-$509K	1.18%	15
2024 Q2	$8.28M	Sell	26,810 -1,649	-6%	-$492K	1.17%	15
2024 Q1	$8.54M	Sell	28,459 -6,763	-19%	-$1.93M	1.26%	16
2023 Q4	$9.74M	Sell	35,222 -5,029	-12%	-$1.28M	1.57%	15
2023 Q3	$9.78M	Sell	40,251 -3,212	-7%	-$821K	1.74%	16
2023 Q2	$11M	Sell	43,463 -9,805	-18%	-$2.36M	1.92%	17
2023 Q1	$12.4M	Buy	53,268 +900	+2%	+$208K	2.24%	14
2022 Q4	$11.7M	Buy	52,368 +1,448	+3%	+$322K	2.15%	14
2022 Q3	$11M	Buy	50,920 +6,933	+16%	+$1.59M	2.22%	15
2022 Q2	$9.74M	Buy	43,987 +9,429	+27%	+$2.23M	1.91%	20
2022 Q1	$8.97M	Buy	34,558 +4,706	+16%	+$1.22M	1.64%	22
2021 Q4	$7.53M	Sell	29,852 -497	-2%	-$135K	1.38%	23
2021 Q3	$7.8M	Sell	30,349 -698	-2%	-$183K	1.75%	18
2021 Q2	$7.95M	Buy	31,047 +7,622	+33%	+$1.9M	1.54%	20
2021 Q1	$5.56M	Sell	23,425 -735	-3%	-$171K	1.25%	22
2020 Q4	$5.4M	Buy	+24,160	New	+$5.07M	1.21%	22
2020 Q3	–	Sell	-2,465	Closed	-$444K	–	94
2020 Q2	$444K	Hold	2,465	–	–	0.16%	61
2020 Q1	$366K	Buy	+2,465	New	+$439K	0.17%	62
2019 Q1	–	Sell	-2,338	Closed	-$343K	–	100
2018 Q4	$343K	Buy	+2,338	New	+$371K	0.22%	68