Naviter Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Naviter Wealth’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$239K	Hold
2025 Q1	$215K	Hold
2024 Q4	$227K	Hold
2024 Q3	$222K	Hold
2024 Q2	$210K	Hold
2024 Q1	$204K	Buy
2023 Q1	–	Sell
2022 Q4	$6.35M	Buy