Northeast Planning Associates NH’s iShares Russell 3000 ETF IWV Stock Holding History

Northeast Planning Associates NH’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
2025 Q3	$985K	Hold
2025 Q2	$913K	Hold
2025 Q1	$826K	Sell
2024 Q4	$1.2M	Buy