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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$628K	Hold
2025 Q2	$628K	Sell
2025 Q1	$656K	Hold
2024 Q4	$691K	Sell
2024 Q3	$680K	Hold
2024 Q2	$643K	Buy