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&Partners’s iShares Russell 3000 ETF IWV Stock Holding History

&Partners’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 		$799K Buy
2,277
+896
+65% +$315K 0.01% 1097
2025
Q1 		$436K Sell
1,381
-1,708
-55% -$540K ﹤0.01% 1203
2024
Q4 		$1.04M Buy
3,089
+2,416
+359% +$817K 0.01% 749
2024
Q3 		$220K Buy
+673
New +$220K ﹤0.01% 1262