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Oak Point Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Oak Point Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,587
Closed -$730K – 226
2017
Q4 		$730K Buy
+4,587
New +$730K 0.72% 44