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

Patten & Patten’s Portfolio IWV Stock Details IWV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$776K	Buy
2014 Q2	–	Sell
2014 Q1	$803K	Sell
2013 Q4	$913K	Buy