MWM
IWV icon

Modern Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Modern Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$402K Sell
1,144
-1,186
-51% -$416K 0.01% 524
2025
Q1 		$740K Buy
+2,330
New +$740K 0.02% 350