MFT

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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$119K	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%	-$8.82K	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%	+$766K	0.35%	37
2022 Q1	$633K	Sell	2,413 -3,700	-61%	-$971K	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%	-$5.63K	0.57%	31
2021 Q1	$1.46M	Hold	6,135	–	–	0.63%	29
2020 Q4	$1.37M	Sell	6,135 -24	-0.4%	-$5.36K	0.62%	30
2020 Q3	$1.21M	Hold	6,159	–	–	0.62%	30
2020 Q2	$1.11M	Sell	6,159 -37	-0.6%	-$6.66K	0.61%	31
2020 Q1	$919K	Hold	6,196	–	–	0.6%	31
2019 Q4	$1.17M	Sell	6,196 -35	-0.6%	-$6.6K	0.6%	30
2019 Q3	$1.08M	Hold	6,231	–	–	0.59%	30
2019 Q2	$1.07M	Sell	6,231 -22	-0.4%	-$3.79K	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	$1.02M	Hold	6,253	–	–	0.59%	27
2018 Q1	$978K	Hold	6,253	–	–	0.58%	29
2017 Q4	$989K	Sell	6,253 -92	-1%	-$14.6K	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%	-$13.7K	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%	-$96.4K	0.63%	30
2015 Q4	$872K	Buy	+7,246	New	+$872K	0.75%	30