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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$913K Hold
2,600
– – 0.84% 21
2025
Q1 		$826K Sell
2,600
-984
-27% -$313K 0.69% 23
2024
Q4 		$1.2M Buy
+3,584
New +$1.2M 1.24% 14