SFC
Strategic Financial Concepts’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
716
-20
| -3% | -$7.02K | 0.04% | 225 |
|
|
2025
Q1 | $234K | Hold |
736
| – | – | 0.04% | 283 |
|
|
2024
Q4 | $246K | Buy |
736
+22
| +3% | +$7.35K | 0.05% | 284 |
|
|
2024
Q3 | $233K | Sell |
714
-220,512
| -100% | -$72.1M | 0.07% | 217 |
|
|
2024
Q2 | $7.2K | Buy |
+221,226
| New | +$7.2K | ﹤0.01% | 447 |
|