RBWA
IWV icon

RFG - Bristol Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Buy
3,898
+257
+7% +$90.2K 0.42% 55
2025
Q1 		$1.16M Buy
3,641
+984
+37% +$313K 0.39% 58
2024
Q4 		$888K Buy
+2,657
New +$888K 0.29% 75