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

Lyell 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 Q3	$436K	Hold
2025 Q2	$404K	Hold
2025 Q1	$365K	Hold
2024 Q4	$384K	Hold
2024 Q3	$376K	Hold
2024 Q2	$355K	Sell
2024 Q1	$411K	Buy