McElhenny Sheffield Capital Management’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
2023 Q1	–	Sell	-150,000	Closed	-$150K	–	350
2022 Q4	$150K	Buy	+150,000	New	+$150K	0.07%	103