Kovitz Investment Group Partners’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
$590K Buy
2025
Q2
$471K Hold
2025
Q1
$427K Buy
2024
Q4
$431K Sell
2024
Q3
$201K Buy
2024
Q2
$357K Buy