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Joel Isaacson & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Joel Isaacson & Co’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$664K Buy
1,893
+2
+0.1% +$702 0.03% 218
2025
Q1 		$601K Buy
1,891
+1
+0.1% +$318 0.03% 218
2024
Q4 		$632K Buy
+1,890
New +$632K 0.03% 204