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Mason & Associates (Virginia)’s iShares Russell 3000 ETF IWV Stock Holding History

Mason & Associates (Virginia)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$628K Sell
1,788
-278
-13% -$97.6K 0.16% 23
2025
Q1 		$656K Hold
2,066
– – 0.19% 20
2024
Q4 		$691K Sell
2,066
-16
-0.8% -$5.35K 0.21% 20
2024
Q3 		$680K Hold
2,082
– – 0.21% 20
2024
Q2 		$643K Buy
+2,082
New +$643K 0.21% 20