MSWM
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McGlone Suttner Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,386
Closed -$2.8M 198
2024
Q4
$2.8M Buy
+8,386
New +$2.8M 0.47% 22