Northwest Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37
Closed -$12.1K 328
2024
Q3
$12.1K Buy
+37
New +$12.1K 0.01% 378
2024
Q1
Sell
-37
Closed -$10.1K 306
2023
Q4
$10.1K Buy
+37
New +$10.1K 0.01% 375