Midland Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Hold
2025
Q1
$472K Sell
2024
Q4
$523K Hold
2024
Q3
$511K Buy
2024
Q2
$462K Hold
2024
Q1
$450K Hold
2023
Q4
$410K Buy