Moisand Fitzgerald Tamayo’s iShares Russell 3000 ETF IWV Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35M	Hold	5,500	–	–	0.23%	37
2026 Q1	$2.04M	Hold	5,500	–	–	0.22%	38
2025 Q4	$2.13M	Sell	5,500 -48	-0.9%	-$18.4K	0.24%	38
2025 Q3	$2.1M	Hold	5,548	–	–	0.25%	38
2025 Q2	$1.95M	Hold	5,548	–	–	0.25%	37
2025 Q1	$1.76M	Hold	5,548	–	–	0.24%	37
2024 Q4	$1.85M	Sell	5,548 -355	-6%	-$120K	0.26%	38
2024 Q3	$1.93M	Hold	5,903	–	–	0.26%	38
2024 Q2	$1.82M	Hold	5,903	–	–	0.27%	38
2024 Q1	$1.77M	Hold	5,903	–	–	0.27%	38
2023 Q4	$1.62M	Hold	5,903	–	–	0.28%	40
2023 Q3	$1.45M	Sell	5,903 -36	-0.6%	-$9.2K	0.31%	38
2023 Q2	$1.51M	Hold	5,939	–	–	0.31%	38
2023 Q1	$1.4M	Hold	5,939	–	–	0.3%	39
2022 Q4	$1.31M	Hold	5,939	–	–	0.3%	41
2022 Q3	$1.23M	Hold	5,939	–	–	0.34%	39
2022 Q2	$1.29M	Buy	5,939 +3,526	+146%	+$835K	0.35%	37
2022 Q1	$633K	Sell	2,413 -3,700	-61%	-$958K	0.29%	47
2021 Q4	$1.7M	Hold	6,113	–	–	0.48%	36
2021 Q3	$1.56M	Hold	6,113	–	–	0.52%	34
2021 Q2	$1.56M	Sell	6,113 -22	-0.4%	-$5.48K	0.57%	31
2021 Q1	$1.46M	Hold	6,135	–	–	0.63%	29
2020 Q4	$1.37M	Sell	6,135 -24	-0.4%	-$5.04K	0.62%	30
2020 Q3	$1.21M	Hold	6,159	–	–	0.62%	30
2020 Q2	$1.11M	Sell	6,159 -37	-0.6%	-$6.27K	0.61%	31
2020 Q1	$919K	Hold	6,196	–	–	0.6%	31
2019 Q4	$1.17M	Sell	6,196 -35	-0.6%	-$6.31K	0.6%	30
2019 Q3	$1.08M	Hold	6,231	–	–	0.59%	30
2019 Q2	$1.07M	Sell	6,231 -22	-0.4%	-$3.73K	0.58%	29
2019 Q1	$1.04M	Hold	6,253	–	–	0.58%	29
2018 Q4	$919K	Hold	6,253	–	–	0.58%	31
2018 Q3	$1.08M	Hold	6,253	–	–	0.6%	27
2018 Q2	$1.01M	Hold	6,253	–	–	0.59%	27
2018 Q1	$978K	Hold	6,253	–	–	0.58%	29
2017 Q4	$989K	Sell	6,253 -92	-1%	-$14.2K	0.57%	26
2017 Q3	$947K	Hold	6,345	–	–	0.58%	26
2017 Q2	$914K	Hold	6,345	–	–	0.62%	28
2017 Q1	$888K	Hold	6,345	–	–	0.63%	28
2016 Q4	$844K	Sell	6,345 -103	-2%	-$13.4K	0.63%	30
2016 Q3	$827K	Hold	6,448	–	–	0.63%	29
2016 Q2	$800K	Hold	6,448	–	–	0.65%	29
2016 Q1	$779K	Sell	6,448 -798	-11%	-$91.3K	0.63%	30
2015 Q4	$872K	Buy	+7,246	New	+$881K	0.75%	30

Other funds holding IWV

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return