Merit Financial Group’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
2025
Q2
$330K Buy
942
+213
+29% +$74.7K ﹤0.01% 1283
2025
Q1
$232K Sell
729
-1,285
-64% -$408K ﹤0.01% 1224
2024
Q4
$673K Buy
+2,014
New +$673K 0.01% 618