My Personal CFO LLC’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
2025
Q3
$3.52M Buy
2023
Q1
Sell
2022
Q4
$213K Buy
2022
Q3
$221K Sell
2022
Q2
$251K Hold
2022
Q1
$303K Sell
2021
Q4
$334K Buy