Philip James Wealth Mangement’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
Q2
$232K Buy
2025
Q1
$209K Buy
2024
Q4
$220K Buy
2024
Q3
$214K Buy
2024
Q2
$202K Buy