LWM Advisory 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	$1.05M	Sell	2,829 -211	-7%	-$81.6K	1.12%	18
2025 Q4	$1.18M	Hold	3,040	–	–	0.69%	31
2025 Q3	$1.15M	Hold	3,040	–	–	0.67%	30
2025 Q2	$1.07M	Hold	3,040	–	–	0.74%	28
2025 Q1	$966K	Hold	3,040	–	–	0.67%	29
2024 Q4	$1.02M	Sell	3,040 -106	-3%	-$35.7K	0.71%	30
2024 Q3	$1.03M	Hold	3,146	–	–	0.76%	27
2024 Q2	$971K	Buy	3,146 +138	+5%	+$41.2K	0.82%	27
2024 Q1	$903K	Sell	3,008 -19	-0.6%	-$5.42K	0.72%	29
2023 Q4	$829K	Hold	3,027	–	–	0.73%	28
2023 Q3	$742K	Sell	3,027 -12	-0.4%	-$3.07K	0.8%	25
2023 Q2	$773K	Sell	3,039 -24	-0.8%	-$5.77K	0.82%	24
2023 Q1	$721K	Sell	3,063 -235	-7%	-$54.2K	0.77%	26
2022 Q4	$728K	Buy	3,298 +213	+7%	+$47.3K	0.8%	26
2022 Q3	$639K	Buy	3,085 +19	+0.6%	+$4.37K	0.72%	36
2022 Q2	$666K	Sell	3,066 -35	-1%	-$8.29K	0.8%	35
2022 Q1	$814K	Sell	3,101 -640	-17%	-$166K	1.01%	20
2021 Q4	$1.04M	Buy	+3,741	New	+$1.01M	1.29%	15