Magnolia Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Hold
1,096
0.3% 69
2025
Q1
$348K Hold
1,096
0.29% 77
2024
Q4
$366K Buy
+1,096
New +$366K 0.31% 70