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KDK Private Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

KDK Private Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.7M Buy
44,596
+39
+0.1% +$13.7K 16.72% 2
2025
Q1 		$14.2M Buy
44,557
+2,228
+5% +$708K 16.12% 2
2024
Q4 		$14.1M Buy
+42,329
New +$14.1M 14.69% 2