Private Wealth Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Private Wealth Management 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 Q3	$244K	Hold
2025 Q2	$226K	Hold
2025 Q1	$205K	Hold
2024 Q4	$216K	Hold
2024 Q3	$211K	Hold
2024 Q2	$199K	Hold
2024 Q1	$194K	Sell
2023 Q4	$205K	Buy