RWM
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Rialto Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.38M Hold
6,787
0.67% 40
2025
Q1
$2.16M Sell
6,787
-138
-2% -$43.8K 0.68% 39
2024
Q4
$2.31M Buy
+6,925
New +$2.31M 0.76% 34