Saxon Interests’s iShares Russell 3000 ETF IWV Stock Holding History

Saxon Interests’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 Q1	–	Sell
2024 Q4	$1.88M	Sell
2024 Q3	$2.45M	Sell
2024 Q2	$2.35M	Sell
2024 Q1	$2.53M	Sell
2023 Q4	$2.33M	Buy
2023 Q3	–	Sell
2023 Q2	$2.2M	Buy