Punch & Associates Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Punch & Associates Investment Management’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	$1.87M	Buy
2025 Q2	$1.64M	Buy
2025 Q1	$1.47M	Sell
2024 Q4	$1.58M	Buy
2024 Q3	$1.24M	Buy
2024 Q2	$825K	Buy
2024 Q1	$666K	Buy
2023 Q4	$503K	Buy