OneAscent Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.35M Hold
2025
Q2
$2.17M Hold
2025
Q1
$1.97M Hold
2024
Q4
$2.07M Buy