RFG
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RFP Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-141
Closed -$43.5K – 451
2024
Q2 		$43.5K Hold
141
– – 0.02% 249
2024
Q1 		$42.3K Hold
141
– – 0.02% 228
2023
Q4 		$38.5K Hold
141
– – 0.02% 224
2023
Q3 		$34.5K Hold
141
– – 0.02% 223
2023
Q2 		$35.8K Sell
141
-5
-3% -$1.2K 0.01% 241
2023
Q1 		$34.3K Hold
146
– – 0.04% 138
2022
Q4 		$32.1K Buy
+146
New +$32.4K 0.01% 235

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Bank of America
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BlackRock
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Goldman Sachs
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UMC
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P
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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return