Lutz Financial Services’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
2026 Q1	$4.39M	Sell	11,854 -321	-3%	-$124K	0.3%	46
2025 Q4	$4.71M	Sell	12,175 -491	-4%	-$188K	0.32%	45
2025 Q3	$4.8M	Sell	12,666 -579	-4%	-$211K	0.35%	45
2025 Q2	$4.65M	Hold	13,245	–	–	0.36%	44
2025 Q1	$4.21M	Sell	13,245 -905	-6%	-$303K	0.34%	48
2024 Q4	$4.73M	Hold	14,150	–	–	0.38%	46
2024 Q3	$4.62M	Hold	14,150	–	–	0.38%	47
2024 Q2	$4.37M	Sell	14,150 -1,103	-7%	-$329K	0.38%	45
2024 Q1	$4.58M	Hold	15,253	–	–	0.4%	45
2023 Q4	$4.18M	Hold	15,253	–	–	0.39%	46
2023 Q3	$3.74M	Hold	15,253	–	–	0.41%	45
2023 Q2	$3.88M	Hold	15,253	–	–	0.42%	44
2023 Q1	$3.59M	Hold	15,253	–	–	0.41%	45
2022 Q4	$3.37M	Hold	15,253	–	–	0.41%	44
2022 Q3	$3.16M	Hold	15,253	–	–	0.43%	42
2022 Q2	$3.32M	Hold	15,253	–	–	0.44%	41
2022 Q1	$4M	Sell	15,253 -579	-4%	-$150K	0.49%	35
2021 Q4	$4.39M	Hold	15,832	–	–	0.54%	35
2021 Q3	$4.04M	Hold	15,832	–	–	0.52%	36
2021 Q2	$4.05M	Hold	15,832	–	–	0.54%	36
2021 Q1	$3.76M	Hold	15,832	–	–	0.56%	34
2020 Q4	$3.54M	Sell	15,832 -2,445	-13%	-$514K	0.58%	34
2020 Q3	$3.58M	Hold	18,277	–	–	0.69%	33
2020 Q2	$3.29M	Sell	18,277 -3,117	-15%	-$528K	0.67%	32
2020 Q1	$3.17M	Hold	21,394	–	–	0.71%	34
2019 Q4	$4.03M	Hold	21,394	–	–	0.72%	28
2019 Q3	$3.72M	Hold	21,394	–	–	0.71%	29
2019 Q2	$3.69M	Hold	21,394	–	–	0.72%	30
2019 Q1	$3.57M	Sell	21,394 -18,033	-46%	-$2.89M	0.73%	26
2018 Q4	$5.79M	Buy	39,427 +33,703	+589%	+$5.35M	1.29%	22
2018 Q3	$986K	Buy	+5,724	New	+$970K	0.22%	32