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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Buy	+289	New	+$101K	0.01%	390
2022 Q1	–	Sell	-726	Closed	-$201K	–	278
2021 Q4	$201K	Buy	+726	New	+$201K	0.04%	270