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

Soltis Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$928K Hold
2,643
– – 0.07% 182
2025
Q1 		$840K Hold
2,643
– – 0.08% 181
2024
Q4 		$883K Hold
2,643
– – 0.08% 173
2024
Q3 		$864K Hold
2,643
– – 0.08% 163
2024
Q2 		$816K Buy
+2,643
New +$816K 0.09% 158