SVWA
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Sound View Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$1.35M Buy
8,580
+58
+0.7% +$9.13K 0.42% 71
2018
Q4
$1.18M Buy
+8,522
New +$1.18M 0.43% 69