RFG - Bristol Wealth Advisors’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
Q3
$1.48M Buy
2025
Q2
$1.37M Buy
2025
Q1
$1.16M Buy
2024
Q4
$888K Buy