Schechter Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Schechter Investment Advisors’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 Q1	$1.18M	Buy
2023 Q3	–	Sell
2023 Q2	$354K	Hold
2023 Q1	$328K	Hold
2022 Q4	$307K	Hold
2022 Q3	$288K	Hold
2022 Q2	$303K	Hold
2022 Q1	$365K	Hold
2021 Q4	$386K	Buy