Poinciana Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History

Poinciana Advisors Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$562K	Hold
2025 Q1	$509K	Hold
2024 Q4	$535K	Buy