Sargent Investment Group’s iShares Russell 3000 ETF IWV Stock Holding History

Sargent Investment 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
2025 Q2	$875K	Sell
2025 Q1	$878K	Buy
2024 Q4	$257K	Sell
2024 Q3	$267K	Buy
2024 Q2	$250K	Buy