Strategic Wealth Partners Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$255K	Hold	850	–	–	0.03%	65
2023 Q4	$233K	Buy	+850	New	+$217K	0.03%	64
2022 Q2	–	Sell	-850	Closed	-$223K	–	54
2022 Q1	$223K	Sell	850 -454	-35%	-$118K	0.04%	53
2021 Q4	$362K	Buy	1,304 +3	+0.2%	+$813	0.06%	51
2021 Q3	$332K	Buy	+1,301	New	+$341K	0.06%	54
2021 Q1	$308K	Hold	1,299	–	–	0.06%	55
2020 Q4	$290K	Buy	1,299 +2	+0.2%	+$420	0.06%	54
2020 Q3	$254K	Hold	1,297	–	–	0.06%	54
2020 Q2	$234K	Buy	+1,297	New	+$220K	0.06%	59
2020 Q1	–	Sell	-1,623	Closed	-$306K	–	56
2019 Q4	$306K	Sell	1,623 -26	-2%	-$4.69K	0.07%	51
2019 Q3	$287K	Buy	+1,649	New	+$286K	0.08%	29
2017 Q1	–	Sell	-1,923	Closed	-$256K	–	31
2016 Q4	$256K	Buy	+1,923	New	+$249K	0.12%	30