RIA Advisory Group’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
$278K Sell
2025
Q2
$263K Sell
2025
Q1
$241K Buy
2024
Q4
$251K Sell
2024
Q3
$277K Buy
2024
Q1
$254K Buy
2023
Q4
Sell
2023
Q3
$208K Sell
2023
Q2
$218K Sell
2023
Q1
$222K Buy