Morris Financial Concepts’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
2026 Q1	$8.53K	Buy	+23	New	+$8.9K	﹤0.01%	179
2025 Q3	–	Sell	-10	Closed	-$3.51K	–	200
2025 Q2	$3.51K	Hold	10	–	–	﹤0.01%	187
2025 Q1	$3.18K	Hold	10	–	–	﹤0.01%	189
2024 Q4	$3.34K	Sell	10 -210	-95%	-$70.7K	﹤0.01%	175
2024 Q3	$71.9K	Buy	220 +39	+22%	+$12.3K	0.03%	141
2024 Q2	$55.9K	Hold	181	–	–	0.03%	119
2024 Q1	$54.3K	Hold	181	–	–	0.03%	117
2023 Q4	$49.6K	Hold	181	–	–	0.03%	115
2023 Q3	$44.4K	Buy	181 +39	+27%	+$9.96K	0.03%	107
2023 Q2	$36.2K	Hold	142	–	–	0.02%	114
2023 Q1	$33.4K	Hold	142	–	–	0.02%	112
2022 Q4	$31.4K	Hold	142	–	–	0.03%	103
2022 Q3	$29K	Buy	142 +1	+0.7%	+$230	0.03%	83
2022 Q2	$31K	Hold	141	–	–	0.03%	91
2022 Q1	$37K	Hold	141	–	–	0.03%	90
2021 Q4	$39K	Buy	+141	New	+$38.2K	0.03%	83