Lauterbach Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lauterbach Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Hold
2025 Q1	$348K	Hold
2024 Q4	$366K	Hold
2024 Q3	$358K	Hold
2024 Q2	$332K	Hold
2024 Q1	$328K	Buy
2023 Q4	$300K	Buy