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ML&R Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

ML&R Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-886
Closed -$232K – 59
2022
Q1 		$232K Hold
886
– – 0.09% 44
2021
Q4 		$246K Buy
+886
New +$246K 0.09% 41