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

Opes Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-640
Closed -$214K – 146
2024
Q4 		$214K Buy
+640
New +$214K 0.04% 132