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

Marks Group Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Hold
2025 Q4	$211K	Hold
2025 Q3	$207K	Buy
2025 Q1	–	Sell
2024 Q4	$279K	Hold
2024 Q3	$273K	Sell
2024 Q2	$269K	Hold
2024 Q1	$261K	Sell
2023 Q4	$318K	Buy