Lion Street Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lion Street 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 Q3	–	Sell
2025 Q2	$430K	Hold
2025 Q1	$389K	Hold
2024 Q4	$409K	Hold
2024 Q3	$400K	Sell
2024 Q2	$502K	Buy
2024 Q1	$370K	Hold
2023 Q4	$370K	Buy
2023 Q3	$221K	Buy