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

Maridea Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Sell
1,931
-14,725
-88% -$5.17M 0.18% 116
2025
Q1 		$5.29M Sell
16,656
-744
-4% -$236K 1.72% 10
2024
Q4 		$5.82M Buy
+17,400
New +$5.82M 1.87% 9