Lumature Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$30.3K	Hold
2023 Q1	$28K	Hold
2022 Q4	$26.3K	Hold
2022 Q3	$25K	Hold
2022 Q2	$26K	Hold
2022 Q1	$31K	Sell
2021 Q4	$38K	Buy
2021 Q3	$30K	Hold
2021 Q2	$30K	Hold
2021 Q1	$28K	Sell
2020 Q4	$56K	Buy