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

LJI Wealth Management’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	$227K	Buy
2025 Q1	–	Sell
2024 Q4	$203K	Sell
2024 Q3	$238K	Hold
2024 Q2	$225K	Hold
2024 Q1	$219K	Buy