Investmark Advisory Group’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
2025
Q3
$279K Hold
2025
Q2
$258K Hold
2025
Q1
$233K Hold
2024
Q4
$246K Hold
2024
Q3
$240K Hold
2024
Q2
$227K Hold
2024
Q1
$221K Hold
2023
Q4
$201K Buy