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

Strategic Wealth Partners’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$103K	Sell
2025 Q2	$101K	Buy
2022 Q1	–	Sell
2021 Q4	$201K	Buy