Pathstone Holdings’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
$9.68M Buy
2025
Q2
$8.92M Buy
2025
Q1
$7.8M Sell
2024
Q4
$8.75M Buy
2024
Q3
$8.03M Sell
2024
Q2
$7.59M Buy
2024
Q1
$5.94M Buy
2023
Q4
$3.82M Buy