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

Sargent Investment Group’s Portfolio IWV Stock Details IWV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$875K	Sell
2025 Q1	$878K	Buy
2024 Q4	$257K	Sell
2024 Q3	$267K	Buy
2024 Q2	$250K	Buy